Joseph D. Deziel

TRUSTMERIT CAPITAL

Eden Prairie, MN 55344

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CRD#: 5376243

Professional summary

Joseph David Deziel, who also goes by Joseph David Deziel, Joseph D Deziel, Joseph Deziel, is a registered financial advisor currently at TRUSTMERIT CAPITAL located in Eden Prairie, Minnesota.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joseph has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph David Deziel | Joseph D Deziel | Joseph Deziel

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 Joseph David Deziel'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

November 30, 2021 - Present

TRUSTMERIT CAPITAL

Office #1: 6640 Shady Oak Road Suite 250b, Eden Prairie, MN 55344

RIA

CRD#: 316575

Eden Prairie, MN

Past

February 21, 2020 - October 28, 2021

EDEN PRAIRIE CAPITAL MANAGEMENT AND CONSULTING LLC

RIA

CRD#: 155055

EDEN PRAIRIE, MN

Past

September 25, 2019 - February 26, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

EDINA, MN

Past

September 25, 2019 - February 26, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

EDINA, MN

Past

May 9, 2017 - April 2, 2019

EDWARD JONES

RIA

CRD#: 250

EDEN PRAIRIE, MN

Past

May 5, 2017 - April 2, 2019

EDWARD JONES

CRD#: 250

EDEN PRAIRIE, MN

Past

June 9, 2016 - April 4, 2017

NEPSIS, INC.

RIA

CRD#: 141203

MINNEAPOLIS, MN

Past

March 6, 2015 - November 19, 2015

TD AMERITRADE, INC.

RIA

CRD#: 7870

EDINA, MN

Past

March 6, 2015 - November 19, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

EDINA, MN

Past

March 4, 2015 - November 19, 2015

TD AMERITRADE, INC.

CRD#: 7870

EDINA, MN

Past

July 31, 2014 - March 6, 2015

PRUCO SECURITIES, LLC.

CRD#: 5685

PLYMOUTH, MN

Past

August 2, 2012 - February 19, 2014

WADDELL & REED

RIA

CRD#: 866

LAKE ELMO, MN

Past

July 11, 2012 - February 19, 2014

WADDELL & REED

CRD#: 866

LAKE ELMO, MN

Past

September 24, 2007 - May 16, 2012

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

August 9, 2007 - May 16, 2012

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

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

Minnesota
(11/30/2021)

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: 9/21/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/7/2013

General Securities Principal Examination

Current Firm

TRUSTMERIT CAPITAL

TRUSTMERIT CAPITAL | TRUSTMERIT CAPITAL LLC

CRD#: 316575 / SEC#:

Minnesota

Registered Investment Advisory firm - (11/30/2021 Approved)

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Contact information

Main Address

6640 Shady Oak Road Suite 250b, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 446-7616

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 23,365,000

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

Joseph D. Deziel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph David Deziel's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDEN PRAIRIE CAPITAL MANAGEMENT AND CONSULTING LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

NEPSIS, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

PRUCO SECURITIES, LLC.

WADDELL & REED

WADDELL & REED

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2007

Series 24

Date: 11/7/2013

Current Firm

TRUSTMERIT CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUSTMERIT CAPITAL

TRUST BUT VERIFY

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