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JL

Joseph E. Limond

CLERESTORY ADVISORS
Bloomington, MN 55425
Some features on this profile are disabled
CRD#: 6763264
JL

Professional summary

Joseph Edward Limond, CFP® is a registered financial advisor currently at CLERESTORY ADVISORS, INC located in Bloomington, Minnesota.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 3 firms .

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 Edward Limond'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®

Certified Financial Planner

Start date: 2017

Experience

Current

January 14, 2022 - Present

CLERESTORY ADVISORS, INC

Office #1: 3001 Metro Drive Suite 220, Bloomington, MN 55425
RIA
CRD#: 148264
Bloomington, MN
Past

February 26, 2021 - December 3, 2021

FAIRBANKS FINANCIAL WEALTH MANAGEMENT

RIA
CRD#: 114551
Brenham, TX
Past

May 31, 2017 - August 4, 2017

THE FAMILY FIRM, INC.

RIA
CRD#: 105270
BETHESDA, MD

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
Minnesota
(1/14/2022)

Exams

Current Firm

CLERESTORY ADVISORS, INC
CLERESTORY ADVISORS, INC
CLERESTORY ADVISORS, INC

CRD#: 148264 / SEC#:

Minnesota
Registered Investment Advisory firm - (10/27/2009 Approved)
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Contact information

Main Address
3001 Metro Drive Suite 220, Bloomington, MN 55425
Mailing Address
Phone number
(651) 209-2610
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts227
AUM (Assets Under Management)$ 99,615,195

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

CLERESTORY ADVISORS, INC

CLERESTORY ADVISORS, INC

CRD#: 148264Bloomington, MN 55425

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