Josef Waltenbaugh

Josef Waltenbaugh is currently the VP of Advisor Success at Signal Advisors. Prior to that, they were the EVP of Business Development at RetireUp from August 2017 to September 2019. In 2020, RetireUp was acquired by Tegra118. From February 2013 to December 2019, Waltenbaugh worked as an Investment Adviser Representative at Kelly Capital Partners of Michigan. In August 2012, they co-founded RepPro, a company that was acquired by RetireUp in January 2018. Prior to that, Waltenbaugh worked as a Financial Representative at Northwestern Mutual from May 2011 to February 2013.

Josef Waltenbaugh has a Bachelor of Arts in Economics from the University of Michigan and certification from FINRA in Series 65.

Josef Waltenbaugh reports to Patrick Kelly, Co-Founder & CEO. They work with John LaRose - VP, Finance & Operations, Mitchell Dunn - Managing Director, and Kimberley A. Brown - Head of Carrier Partnerships.