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Joshua F
CFA®, Series 65
Kamas, UT
OneSeven
Joshua Flade is a CFA charterholder with seven years of industry experience, currently serving as an advisor at OneSeven since 2024. He previously worked at TownSquare Capital for six years and Ensign Peak Advisors for three years. Outside of his advisory role, Flade hosts the educational podcast "Building Better," chairs a committee at the CFA Society Salt Lake, and serves as an assistant ward clerk handling finance for his local church. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios, utilizes independent managers and third-party platforms, and maintains an affiliation with MGO Inc. to enhance its retirement-plan consulting services.
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