Joshua Magnus

WEALTHBUILDERS INVESTMENTS

Englewood, CO 80112

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CRD#: 6023697

Professional summary

Joshua Magnus, who also goes by Josh Magnus, Joshua Daniel Magnus, is a registered financial advisor currently at WEALTHBUILDERS INVESTMENTS located in Englewood, Colorado.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joshua has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Magnus | Joshua Daniel Magnus

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) Licensed Insurance Agent; Investment-related; 10855 Hidden Pool Heights, Suite 250, Colorado Springs, CO, 80908 Insurance Sales; Implementations of insurance recommendations; approximately 10% of time per month. 2) MPM LTD; Not investment-related; Property management; Management of tenants, payments, maintenance; approximately 5% of time per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Magnus'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

January 21, 2025 - Present

WEALTHBUILDERS INVESTMENTS

Office #1: 8310 South Valley Highway Suite 300, Englewood, CO 80112

RIA

CRD#: 173306

Englewood, CO

Past

March 24, 2024 - December 31, 2024

WEALTHBUILDERS INVESTMENTS

RIA

CRD#: 173306

Englewood, CO

Past

January 28, 2022 - February 16, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

LAKEWOOD, CO

Past

January 28, 2022 - February 16, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

LAKEWOOD, CO

Past

March 5, 2018 - January 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GREENWOOD VILLAGE, CO

Past

April 10, 2012 - January 10, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GREENWOOD VILLAGE, CO

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".

WEALTHBUILDERS INVESTMENTS

AUTHENTIC COUNSEL, LLC | WEALTHBUILDERS INVESTMENTS | WEALTHBUILDERS INVESTMENT SERVICES | AUTHENTIC WEALTH

CRD#: 173306 / SEC#: 801-127787

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

California

Registered Investment Advisory firm - (6/24/2023 Terminated)

Colorado

Registered Investment Advisory firm - (5/31/2023 Terminated)

Florida

Registered Investment Advisory firm - (5/25/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (1/3/2023 Terminated)

Texas

Registered Investment Advisory firm - (5/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Colorado
(1/21/2025)

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: 3/5/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/26/2012

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: 7/18/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/9/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTHBUILDERS INVESTMENTS

AUTHENTIC COUNSEL, LLC | WEALTHBUILDERS INVESTMENTS | WEALTHBUILDERS INVESTMENT SERVICES | AUTHENTIC WEALTH

CRD#: 173306 / SEC#: 801-127787

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

California

Registered Investment Advisory firm - (6/24/2023 Terminated)

Colorado

Registered Investment Advisory firm - (5/31/2023 Terminated)

Florida

Registered Investment Advisory firm - (5/25/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (1/3/2023 Terminated)

Texas

Registered Investment Advisory firm - (5/25/2023 Terminated)

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Contact information

Main Address

8310 South Valley Highway Suite 300, Englewood, CO 80112

Mailing Address

Phone number

(972) 719-2557

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AUTHENTIC COUNSEL, LLC BROCHURE (4/11/2025)

Regulatory assets under management

Total Number of Accounts	706
AUM (Assets Under Management)	$ 122,329,256

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua Magnus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEALTHBUILDERS INVESTMENTS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

WEALTHBUILDERS INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2018

Series 63

Date: 9/26/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2013

Series 6

Date: 4/9/2012

Current Firm

WEALTHBUILDERS INVESTMENTS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHBUILDERS INVESTMENTS

TRUST BUT VERIFY

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