JH
Joshua J. Hovda
LAKERIDGE WEALTH MANAGEMENT LLC
Albuquerque, NM 87110
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CRD#: 6166943
JH
Professional summary
Joshua Joseph Hovda, CFP® is a registered financial advisor currently at LAKERIDGE WEALTH MANAGEMENT LLC located in Albuquerque, New Mexico.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) The Doctors Financial Resource. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. DBA owned by Travis Flandermeyer. Financial Planning Firm. Investment advisor representative-duties include financial planning and advice, securities trading, qualified retirement plan advisement, discretionary trading in advisory account, commission based sales for brokerage accounts and variable insurance sales. 160 hrs/m; 160 during trading hrs. 2) Lakeridge Wealth Management. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. RIA and Financial Planning Firm. Investment advisor representative-duties include financial planning and advice, securities trading, qualified retirement plan advisement, discretionary trading in advisory account, commission based sales for brokerage accounts and variable insurance sales. 160 hrs/m; 160 during trading hrs. 3) JHOV Financial, LLC. 7101 Bobwhite Ln NE, Albuquerque, NM 87109. Personal LLC to receive 1099 income for Joshua Hovda. Sole owner. LLC used to receive 1099 income and handles various business expenses. 10 hrs/mo; 10 during trading hrs. 4) Fixed insurance. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Fixed insurance including life, health and disability. 10 hrs/mo; 0 during trading hrs. 5) Financial Solutions Planning and Investments. 5203 Juan Tabo NE Suite 2C, Albuquerque, NM 87111. Investment advisor representative-duties include financial planning and advice, securities trading, qualified retirement plan advisement, discretionary trading in advisory account, commission based sales for brokerage accounts and variable insurance sales. 160 hrs/m; 160 during trading hrs. 6) Los Alamos National Laboratories. Not investment-related. P.O. Box 1663, Los Alamos, NM 87545. LANL's priority roles are serving as a nuclear weapons design agency and a nuclear weapons production agency; addressing nuclear threats. Provides services in the areas of finance/budget, budget formulation and execution, financial analysis, & general business analysis. Start date 05/01/2023. 160 hrs/m; 160 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Joseph Hovda'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®
CFP®
Start date: 2018
Experience
Current
January 19, 2022 - Present
LAKERIDGE WEALTH MANAGEMENT LLC
Office #1: 6100 Uptown Blvd Ne Suite 610c, Albuquerque, NM 87110RIA
CRD#: 314071
Albuquerque, NM
Past
September 1, 2022 - December 14, 2023
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Albuquerque, NM
Past
August 19, 2021 - December 31, 2021
LAKERIDGE WEALTH MANAGEMENT LLC
RIA
CRD#: 314071
Albuquerque, NM
Past
March 17, 2014 - September 7, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ALBUQUERQUE, NM
Past
June 17, 2013 - September 7, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ALBUQUERQUE, NM
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".
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
Registered Investment Advisory firm - (6/2/2021 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.Highlighted states indicate IAR registrations
IAR
New Mexico(1/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LAKERIDGE WEALTH MANAGEMENT LLC
DOCTOR'S FINANCIAL RESOURCE | NMS WEALTH MANAGEMENT | MBA FINANCIAL SERVICES | LAKERIDGE WEALTH MANAGEMENT LLC | LAKERIDGE WEALTH MANAGEMENT LL | FINANCIAL SOLUTIONS PLANNING AND INVESTMENTS
CRD#: 314071 / SEC#: 801-121373
RIA
Registered Investment Advisory firm - (6/2/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7470 Center St, Mentor, OH 44060
Mailing Address
Phone number
(440) 510-1901
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,542 |
| AUM (Assets Under Management) | $ 700,523,160 |
Red Flags
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Company Information
LAKERIDGE WEALTH MANAGEMENT LLC
CRD#: 314071Albuquerque, NM 87110TRUST BUT VERIFY
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