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Our financial advice team


Joshua Ely

Joshua Ely

CFP®, AAMS®, APMA®, CKA®

Private Wealth Advisor

President of
Integrate Wealth Management
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Employee Stock Options

Interests

My wife Yumi and I, reside in the Credit River Township along with our two beautiful daughters Hehmi and Bella . The girls attend Southeastern University and Lakeville South, and they enjoy photography and equestrian endeavors. When we aren't venturing through the Southeast during show season, our home life is filled with music, art, writing, walks with our labradoodle BB, and many visits with friends and family. We attend and serve at Hosanna! as a family, stewarding the resources God has trusted us with and seeking to bless others as we have been blessed.

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2010, 2015 – 2020
  • Five Star Wealth Manager, 2012, 2014-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®
  • AAMS® Accredited Asset Management Specialist℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Engineering, Industrial Distribution, Texas A&M University
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Community participation