Joseph Pflueger

PFLUEGER WEALTH

CHURCHVILLE, PA

CRD#: 8261705

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Professional summary

Joseph Pflueger, who also goes by Joey Pflueger, is a registered financial advisor currently at PFLUEGER WEALTH located in Churchville, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Joseph has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joey Pflueger

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 Pflueger'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

April 27, 2026 - Present

PFLUEGER WEALTH

RIA

CRD#: 339188

CHURCHVILLE, PA

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

Pennsylvania
(4/27/2026)

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 65

Date: 4/25/2026

Uniform Investment Adviser Law Examination

Current Firm

PFLUEGER WEALTH

PFLUEGER WEALTH | PFLUEGER WEALTH, LLC

CRD#: 339188 / SEC#: 801-134735

RIA

Registered Investment Advisory firm - (11/19/2025 120-Day Approval)

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Contact information

Main Address

Churchville, PA

Mailing Address

Phone number

(215) 499-6850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (10/10/2025)

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 Pflueger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PFLUEGER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2026

Current Firm

PFLUEGER WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PFLUEGER WEALTH

TRUST BUT VERIFY

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