Joseph C. Wilkinson

FOGUTH WEALTH MANAGEMENT.

Brighton, MI 48116

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CRD#: 6763981

Professional summary

Joseph Charles Wilkinson, who also goes by Joseph Wilkinson, is a registered financial advisor currently at FOGUTH WEALTH MANAGEMENT, LLC. located in Brighton, Michigan.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Wilkinson

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.

INDEPENDENT INSURANCE AGENT/SELF EMPLOYED OWNER. INSURANCE AND FIXED ANNUITY SERVICE AND SALES. NOT INVESTMENT RELATED. 325 W Main St, Brighton, MI, 48116. HOURS VARY PER MONTH (ESTIMATE 4 HOURS PER MONTH), NONE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Wilkinson'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

September 12, 2023 - Present

FOGUTH WEALTH MANAGEMENT, LLC.

Office #1: 325 W. Main St., Brighton, MI 48116Office #2: 2275 W. Stadium Blvd. Suite 4, Ann Arbor, MI 48103

RIA

CRD#: 327434

Brighton, MI

Past

February 7, 2022 - December 13, 2023

TRUADVICE LLC

RIA

CRD#: 292482

Brighton, MI

Past

September 2, 2021 - February 7, 2022

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Brighton, MI

Past

October 5, 2020 - September 15, 2021

GREAT LAKES WEALTH, LLC

RIA

CRD#: 282362

Northville, MI

Past

September 1, 2017 - October 6, 2020

EDWARD JONES

RIA

CRD#: 250

ANN ARBOR, MI

Past

April 25, 2017 - October 6, 2020

EDWARD JONES

CRD#: 250

ANN ARBOR, MI

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".

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 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

Michigan
(9/12/2023)

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: 6/27/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/31/2013

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: 4/25/2017

General Securities Representative Examination

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

CRD#: 327434 / SEC#: 801-128714

RIA

Registered Investment Advisory firm - (9/12/2023 Approved)

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Contact information

Main Address

325 W. Main St., Brighton, MI 48116

Mailing Address

Phone number

(810) 522-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FWM ADV PART 2A FIRM BROCHURE (3/25/25) (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,683
AUM (Assets Under Management)	$ 439,609,115

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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Advisor Monitoring

Firm Stability Insights

Joseph C. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Charles Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUADVICE LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

GREAT LAKES WEALTH, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

FOGUTH WEALTH MANAGEMENT, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2017

Series 63

Date: 10/31/2013

SIE

Date: 10/1/2018

Series 7

Date: 4/25/2017

Current Firm

FOGUTH WEALTH MANAGEMENT, LLC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOGUTH WEALTH MANAGEMENT, LLC.

TRUST BUT VERIFY

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