J.D. Mellberg Financial
Josh Mellberg has a strong work experience in the financial industry. Josh started their career as the President of J.D. Mellberg Financial in 2005, where they focus on assisting clients in transitioning into more secure investment vehicles by providing the latest tax-advantaged strategies. In 2010, they founded Ultimate Advisor Training, a business education organization dedicated to supporting and empowering independent financial advisors. As the founder and President, Josh Mellberg works as a retirement planning expert, financial advisor trainer, and aims to elevate the value and quality of advisors' businesses, ensuring the financial future of their clients.
Josh Mellberg attended the Western Michigan University - Haworth College of Business, where they pursued their education. However, specific details such as the start and end years, degree name, and field of study have not been provided.
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J.D. Mellberg Financial
J.D. Mellberg Financial specializes in safe financial retirement planning and wealth preservation. As an independent financial advisory firm, they are dedicated to personalized service with uncompromising integrity and affordability. Their focus is on comprehensive plans that provide sound preservation of capital with income growth, are tax-advantaged, and produce higher returns with minimal risk. Their mission is to help their clients achieve a financially secure and enjoyable retirement.