AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Joshua J. Beitel

SIGNATURE EQUITY PARTNERS
Traverse City, MI 49684
CRD#: 5911459
Some features on this profile are disabled
JB
Joshua Jon BeitelSIGNATURE EQUITY PARTNERS

Professional summary

Joshua Jon Beitel, who also goes by Josh J Beitel, Josh Beitel, is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Traverse City, Michigan and OSAIC WEALTH, INC. located in Traverse City, Michigan.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joshua has worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh J Beitel | Josh Beitel

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 Joshua Jon Beitel'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

September 6, 2023 - Present

SIGNATURE EQUITY PARTNERS, LLC

Office #1: 13300 S. West Bayshore Drive, Suite B-1, Traverse City, MI 49684
RIA
CRD#: 327455
Traverse City, MI
Current

August 31, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 13300 Sw Bayshore Drive Unit B-1, Traverse City, MI 49684
RIA
BD
CRD#: 23131
TRAVERSE CITY, MI
Past

May 15, 2018 - September 13, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Traverse City, MI
Past

May 15, 2018 - September 13, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Traverse City, MI
Past

July 31, 2015 - June 4, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
TRAVERSE CITY, MI
Past

July 30, 2015 - June 4, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
Traverse City, MI
Past

February 3, 2014 - July 13, 2015

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
TRAVERSE CITY, MI
Past

January 27, 2014 - July 13, 2015

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
TRAVERSE CITY, MI
Past

December 2, 2013 - February 3, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
POWELL, OH
Past

September 18, 2013 - February 3, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
POWELL, OH
Past

November 16, 2011 - September 18, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

BD
CRD#: 149680
POWELL, OH
Past

April 28, 2011 - June 7, 2011

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
COLUMBUS, OH

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".
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS

CRD#: 327455 / SEC#: 801-128432

RIA
Registered Investment Advisory firm - (7/27/2023 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/31/2023)
RR
Idaho
(8/31/2023)
RR
Illinois
(8/31/2023)
RR
Indiana
(9/11/2023)
RR
Louisiana
(5/6/2025)
RR
Michigan
(8/31/2023)
IAR
Michigan
(9/6/2023)
RR
Nevada
(9/24/2024)
RR
North Carolina
(9/14/2023)
RR
Ohio
(8/31/2023)
RR
Texas
(10/4/2023)
IAR
Texas
(10/25/2024)
RR
Utah
(6/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/27/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS

CRD#: 327455 / SEC#: 801-128432

RIA
Registered Investment Advisory firm - (7/27/2023 Approved)
Loading...

Contact information

Main Address
445 Hutchinson Avenue Suite 800, Columbus, OH 43235
Mailing Address
Phone number
(614) 846-6000
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIGNATURE EQUITY PARTNERS FORM ADV PART 2A (12/23/2025)

Regulatory assets under management

Total Number of Accounts1,714
AUM (Assets Under Management)$ 330,621,622

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.

Company Information

SIGNATURE EQUITY PARTNERS, LLC

CRD#: 327455Traverse City, MI 49684

TRUST BUT VERIFY

Monitor Joshua Beitel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SM
Sean MerlonghiAdvisorCheck Check Mark
DAKOTA WEALTH, LLC
IAR
LEWES, DE
PR
Philip RichmanAdvisorCheck Check Mark
CICLO WEALTH LLC
IAR
PORTLAND, OR
John Franklin Habig
John HabigAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Rye, NH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.