Joshua E. Reesman

BREITER WEALTH MANAGEMENT

CHESTERFIELD, MO

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CRD#: 5699254

Professional summary

Joshua Eric Reesman is a registered financial advisor currently at BREITER WEALTH MANAGEMENT, LLC located in Chesterfield, Missouri.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joshua has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

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) 10/2021 - The Chamberlin Group - Investment Related - 12444 Powerscourt Dr #100, St Louis, MO 63131; Investment Adviser Representative, Independent Insurance Agent, Administrative Support; Approx. 10 hours/month during trading hours; Tax, and Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Eric Reesman'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®

None

Experience

Current

June 26, 2026 - Present

BREITER WEALTH MANAGEMENT, LLC

RIA

CRD#: 342447

CHESTERFIELD, MO

Past

September 19, 2025 - June 25, 2026

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA

CRD#: 175083

ST. LOUIS, MO

Past

December 22, 2021 - October 1, 2025

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

ST LOUIS, MO

Past

January 24, 2019 - October 28, 2021

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

CRD#: 30107

BOSTON, MA

Past

October 3, 2014 - January 8, 2019

GOLDMAN SACHS & CO. LLC

CRD#: 361

CHICAGO, IL

Past

March 11, 2014 - September 3, 2014

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

GARDEN CITY, NY

Past

November 12, 2012 - September 3, 2014

HSBC SECURITIES (USA) INC.

CRD#: 19585

GARDEN CITY, NY

Past

February 4, 2011 - October 24, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

NEW YORK, NY

Past

March 2, 2010 - December 21, 2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

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

Florida
(7/24/2026)

IAR

Missouri
(6/26/2026)

IAR

Texas
(6/26/2026)

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 65

Date: 12/22/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/5/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BREITER WEALTH MANAGEMENT, LLC

CRD#: 342447 / SEC#: 801-136458

RIA

Registered Investment Advisory firm - (6/25/2026 120-Day Approval)

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Contact information

Main Address

Chesterfield, MO

Mailing Address

Phone number

(636) 373-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BREITER WEALTH MANAGEMENT, LLC ADV PART 2A (5/11/2026)

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

Joshua E. Reesman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Eric Reesman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDATIONS INVESTMENT ADVISORS LLC

PROSPERITY CAPITAL ADVISORS

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

GOLDMAN SACHS & CO. LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2021

Series 63

Date: 4/5/2010

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2011

Series 6

Date: 3/1/2010

Current Firm

BREITER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BREITER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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