Joshua D. Petrusko

IRON GATE WEALTH ADVISORS

Poland, OH 44514

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CRD#: 5617054

Professional summary

Joshua David Petrusko is a registered financial advisor currently at IRON GATE WEALTH ADVISORS, LLC located in Poland, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joshua has worked at 3 firms and has passed the Series 6 exam.

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.

NAME: STILLMAN & DONAHAY AGENCY..INV.REL: NO..ADDR: 310 N. MAIN ST. POLAND OH..NATURE: P&C AGENCY/DISABILITY INSURANCE..POSITION: INSURANCE AGENT..START DATE: 08/2010..HRS/MO: 15..HRS/DURING TRADING: 5..DUTIES: REVIEW CLIENT FILES/SALE & SERVICE OF INSURANCE PRODCUTS. ;NAME: NRA INSTRUCTOR..INV.REL:NO..ADDR: HUBBARD OH..NATURE: HANDGUN SAFETY..POSITION: INSTRUCTOR..START DATE: 08/2007..HRS/MO: 12..HRS/TRADING: 0..INSTRUCT STUDENTS THROUGH THE OHIO CONCEALED CARRY CLASS-TEACH STUDENTS HANDGUN SAFETY..2. JOSHUA PETRUSKO, INSURANCE AGENT..INV.REL: YES..ADDR: HUBBARD OH..NATURE: INSURANCE SALES..POSITION: AGENT..START: 10/2008..HRS/MO: 2..HRS/TRADING: 0..DUTIES: SALES & SERVICE OF L/H/DI/LTC & FIXED ANNUITY INSURANCE PRODUCTS FOR VARIOUS CARRIERS..;NAME: NAIFA..INV.REL:YES..ADDR: HUBBARD OH..NATURE: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS..POSITION: BOARD OF TRUSTEE..START DATE: 03/2009..HRS/MO: 2..HRS/ DURING TRADING:0..DUTIES: RUN LOCAL CHAPTER MEETINGS AND HANDLE MONEY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Petrusko'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

January 10, 2017 - Present

IRON GATE WEALTH ADVISORS, LLC

Office #1: 8560 South Avenue, Suite 2, Poland, OH 44514

RIA

CRD#: 156453

Poland, OH

Past

November 8, 2011 - December 31, 2016

IRON GATE WEALTH ADVISORS, LLC

RIA

CRD#: 156453

POLAND, OH

Past

January 14, 2010 - October 21, 2011

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BOARDMAN, OH

Past

June 16, 2009 - October 21, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

BOARDMAN, OH

Past

November 17, 2008 - June 5, 2009

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

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

Ohio
(1/10/2017)

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

General Industry/Product Exam

Series 6

Date: 11/14/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IRON GATE WEALTH ADVISORS, LLC

FSA WEALTH MANAGEMENT, LLC | IRON GATE WEALTH ADVISORS, LLC | IRON GATE WEALTH ADVISORS LLC

CRD#: 156453 / SEC#:

Ohio

Registered Investment Advisory firm - (1/10/2017 Approved)

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Contact information

Main Address

8560 South Avenue, Suite 2, Poland, OH 44514

Mailing Address

Phone number

(330) 953-1396

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	415
AUM (Assets Under Management)	$ 135,000,000

Red Flags

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

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Joshua D. Petrusko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua David Petrusko's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRON GATE WEALTH ADVISORS, LLC

IRON GATE WEALTH ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

SECURITIES MANAGEMENT & RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 6

Date: 11/14/2008

Current Firm

IRON GATE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IRON GATE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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