Joseph E. Limond

CLERESTORY ADVISORS,

Bloomington, MN 55425

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CRD#: 6763264

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)

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

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	201
AUM (Assets Under Management)	$ 78,341,403

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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Joseph E. Limond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Edward Limond's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLERESTORY ADVISORS, INC

FAIRBANKS FINANCIAL WEALTH MANAGEMENT

THE FAMILY FIRM, INC.

State Registrations and Notice Filings

Exams

Current Firm

CLERESTORY ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLERESTORY ADVISORS, INC

TRUST BUT VERIFY

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