Joshi Koneru

WATERSHED PRIVATE WEALTH LLC

OAK BROOK, IL 60523

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CRD#: 5335312

Professional summary

Joshi Koneru, CFP® is a registered financial advisor currently at WATERSHED PRIVATE WEALTH LLC located in Oak Brook, Illinois.

Joshi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joshi has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshi Koneru's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

August 1, 2022 - Present

WATERSHED PRIVATE WEALTH LLC

Office #1: 1415 West. 22nd Street Suite 550, Oak Brook, IL 60523

RIA

CRD#: 316408

OAK BROOK, IL

Past

July 21, 2022 - July 27, 2022

WATERSHED PRIVATE WEALTH LLC

RIA

CRD#: 316408

OAK BROOK, IL

Past

September 26, 2016 - July 20, 2022

CREATIVE PLANNING

RIA

CRD#: 105348

OAK PARK, IL

Past

August 8, 2016 - September 30, 2016

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

GLENVIEW, IL

Past

August 8, 2016 - September 30, 2016

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

GLENVIEW, IL

Past

January 24, 2008 - August 5, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

OAKBROOK, IL

Past

August 2, 2007 - August 2, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

OAK BROOK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WATERSHED PRIVATE WEALTH LLC

PROJECTED TBD | WATERSHED PRIVATE WEALTH LLC

CRD#: 316408 / SEC#: 801-122309

RIA

Registered Investment Advisory firm - (9/10/2021 Approved)

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

Illinois
(8/1/2022)

IAR

Texas
(4/3/2024)

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: 5/13/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/16/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2007

General Securities Representative Examination

Current Firm

WATERSHED PRIVATE WEALTH LLC

PROJECTED TBD | WATERSHED PRIVATE WEALTH LLC

CRD#: 316408 / SEC#: 801-122309

RIA

Registered Investment Advisory firm - (9/10/2021 Approved)

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Contact information

Main Address

1415 West. 22nd Street Suite 550, Oak Brook, IL 60523

Mailing Address

Phone number

(630) 478-0195

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- WATERSHED PRIVATE WEALTH LLC (7/30/2025)

Regulatory assets under management

Total Number of Accounts	505
AUM (Assets Under Management)	$ 302,042,079

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.

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Advisor Monitoring

Firm Stability Insights

Joshi Koneru

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshi Koneru's CRS (Customer Relationship Summary).

Certified licenses

Experience

WATERSHED PRIVATE WEALTH LLC

CREATIVE PLANNING

EDELMAN FINANCIAL SERVICES, LLC

RETIREONE INVESTMENT SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

WATERSHED PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/13/2008

Series 63

Date: 7/16/2007

SIE

Date: 9/30/2016

Series 7

Date: 7/6/2007

Current Firm

WATERSHED PRIVATE WEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WATERSHED PRIVATE WEALTH LLC

TRUST BUT VERIFY

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