Joshua C. Ekola

YOUR IA | Financial Professional

Centerville, OH 45458

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CRD#: 5961731

Professional summary

Joshua Curtis Ekola, who also goes by Joshua Ekola, is a registered financial advisor currently at YOUR IA, LLC located in Centerville, Ohio.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joshua has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

Joshua Ekola

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.

OUTDOOR TRACKER SYSTEMS /NO/ 2200 S OXFORD AVE SIOUX FALLS, SD 57106/937-867-1890 /SHAREHOLDER / 09/2011 / CO MAKES HUNBER SEFTEY DEVICE THAT HANGS ON CAR WINDOW / OWNER OF 5% OF SHARES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Curtis Ekola'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

August 3, 2026 - Present

YOUR IA, LLC

Office #1: 60 Rhoads Center Dr Ste D, Centerville, OH 45458

RIA

CRD#: 338535

Centerville, OH

Past

January 2, 2024 - August 3, 2026

SUMMIT GLOBAL INVESTMENTS, LLC

RIA

CRD#: 157091

Centerville, OH

Past

January 6, 2012 - September 26, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

MORAINE, OH

Past

January 6, 2012 - September 26, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

MORAINE, OH

Past

September 23, 2011 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

DAYTON, OH

Past

August 2, 2011 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DAYTON, OH

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

Indiana
(8/3/2026)

IAR

Ohio
(8/4/2026)

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: 9/2/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/1/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/11/2012

Investment Company Products/Variable Contracts Principal Examination

Current Firm

YOUR IA, LLC

AOG WEALTH PARTNERS, LLC | YOUR IA, LLC

CRD#: 338535 / SEC#: 801-134511

RIA

Registered Investment Advisory firm - (11/18/2025 120-Day Approval)

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Contact information

Main Address

616 South 300 East, St. George, UT 84770

Mailing Address

Phone number

(800) 823-0489

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

YOUR IA LLC - FORM ADV PART 2A - 2025.11 (11/21/2025)

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

xxxxxxx

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SOLTIS INVESTMENT ADVISORS, LLC

IAR

Oakwood, OH

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua C. Ekola

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Curtis Ekola's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT GLOBAL INVESTMENTS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2011

Series 63

Date: 8/19/2011

SIE

Date: 10/1/2018

Series 6

Date: 8/1/2011

Series 26

Date: 5/11/2012

Current Firm

YOUR IA, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

YOUR IA, LLC

TRUST BUT VERIFY

Contact information

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