Joseph K. Thompson

LAUNCH WEALTH MANAGEMENT

WAUKESHA, WI

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CRD#: 6419307

Professional summary

Joseph Kenneth Thompson is a registered financial advisor currently at LAUNCH WEALTH MANAGEMENT located in Waukesha, Wisconsin.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 5 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Kenneth Thompson'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®

None

Experience

Current

October 10, 2025 - Present

LAUNCH WEALTH MANAGEMENT

RIA

CRD#: 338414

WAUKESHA, WI

Past

January 6, 2025 - October 15, 2025

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 282241

Milwaukee, WI

Past

May 3, 2024 - December 31, 2024

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 282241

Milwaukee, WI

Past

July 26, 2019 - May 6, 2024

STRATEGIC WEALTH PARTNERS

RIA

CRD#: 174052

Milwaukee, WI

Past

March 17, 2015 - July 1, 2019

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

WAUWATOSA, WI

Past

December 10, 2014 - July 1, 2019

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

Brookfield, WI

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

Wisconsin
(10/10/2025)

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: 3/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2014

General Securities Representative Examination

Current Firm

LAUNCH WEALTH MANAGEMENT

LAUNCH WEALTH MANAGEMENT | LAUNCH WEALTH MANAGEMENT LLC

CRD#: 338414 / SEC#:

Wisconsin

Registered Investment Advisory firm - (10/10/2025 Approved)

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Contact information

Main Address

Waukesha, WI

Mailing Address

Phone number

(262) 720-8372

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph K. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Kenneth Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAUNCH WEALTH MANAGEMENT

NORTHCOAST ASSET MANAGEMENT LLC

NORTHCOAST ASSET MANAGEMENT LLC

STRATEGIC WEALTH PARTNERS

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/2/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/10/2014

Current Firm

LAUNCH WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

LAUNCH WEALTH MANAGEMENT

TRUST BUT VERIFY

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