Joshua E. Stroud

REIGN WEALTH LOGIC

EUGENE, OR 97401

Some features on this profile are disabled

CRD#: 4448453

Professional summary

Joshua Eugene Stroud is a registered financial advisor currently at REIGN WEALTH LOGIC located in Eugene, Oregon.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joshua has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Life Insurance sales, started 01/2015, about 3hrs per week, receives commissions. 2. Tax Reduction Strategies, LLC, not investment related, Springfield OR, 07/2021 to Present, owner. Less than 10% of his time is spent on this activity. 3. Ujamaa Financial Literacy Collective, not investment related, President 08-2022 to Present, less than 5% of his time is spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Eugene Stroud's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 13, 2020 - Present

REIGN WEALTH LOGIC

Office #1: 590 Pearl St Ste 222, Eugene, OR 97401

RIA

CRD#: 308301

EUGENE, OR

Past

March 9, 2016 - March 30, 2016

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

Past

December 9, 2015 - July 1, 2020

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

Springfield, OR

Past

September 11, 2008 - August 31, 2015

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

SPRINGFIELD, OR

Past

September 11, 2008 - August 31, 2015

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

SPRINGFIELD, OR

Past

May 9, 2007 - September 12, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

EUGENE, OR

Past

August 13, 2005 - September 12, 2008

LPL FINANCIAL LLC

CRD#: 6413

EUGENE, OR

Past

April 2, 2004 - June 16, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(6/5/2020)

IAR

Texas
(4/13/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/8/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/13/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/1/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REIGN WEALTH LOGIC

REIGN WEALTH LOGIC | REIGN WEALTH LOGIC, LLC

CRD#: 308301 / SEC#:

Oregon

Registered Investment Advisory firm - (6/5/2020 Approved)

Texas

Registered Investment Advisory firm - (4/13/2020 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

590 Pearl St Ste 222, Eugene, OR 97401

Mailing Address

1863 Pioneer Pkwy Ste 209, Springfield, OR 97477

Phone number

(888) 448-0006

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Phillip Smith

CETERA INVESTMENT ADVISERS LLC

IAR

EUGENE, OR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua E. Stroud

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Eugene Stroud's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

MODERN CAPITAL ADVISORS, LLC

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/8/2007

Series 63

Date: 6/13/2005

SIE

Date: 3/30/2016

Series 7

Date: 1/19/2006

Series 6

Date: 4/1/2004

Current Firm

REIGN WEALTH LOGIC

Contact information

Documents

Red Flags

Company Information

REIGN WEALTH LOGIC

TRUST BUT VERIFY

Similar Advisors