Joshua Richline
Professional Summary
Joshua Richline is a registered financial advisor currently at CORNERSTONE WEALTH PARTNERS, LLC located in Okemos, Michigan. Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joshua has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
This advisor has not added any videos or posts yet.
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FOGUTH WEALTH MANAGEMENT, LLC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
CASH FLOW COACH LLC | CORNERSTONE WEALTH PARTNERS, LLC
Contact Information
Main Address
2525 Jolly Road, Suite 200, Okemos, MI 48864Phone Number
(517) 381-3450# of Employees
15SEC notice filing (21 States and Territories)
Registered to provide investment advisory services in 21 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,273AUM (Assets Under Management)
$145,905,522Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
Primary Firm SEC Registration
CASH FLOW COACH LLC | CORNERSTONE WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(2/4/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Richline's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.