
Josh Westerfield
With our experience in business and with family, Propel Investment Management is positioned to better understand you and...
St Charles, Illinois, United States
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Josh Westerfield’s Emails [email protected]
Josh Westerfield’s Phone Numbers No phone number available.
Social Media
Josh Westerfield’s Location St Charles, Illinois, United States
Josh Westerfield’s Expertise With our experience in business and with family, Propel Investment Management is positioned to better understand you and help you figure out a better way forward. We’ve put together a fundamental process that allows us to provide you value and pursue a successful relationship. When you connect with us we personally get to know you and your goals, provide a smart money plan to pursue your goals, and together, propel your finances. Specialties: 401k rollovers, IRA's, Roth IRA's, fiduciary services, fixed and variable annuities, 529 college savings plans, Corporate Bonds, Government Bonds, Municipal bonds, ETF's, Estate planning, long term care, life insurance. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC go to 'See contact ino' section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: IL, TN, CO, FL, MI, TX, WI, CA, NY, KY, WY, HI, AZ, GA, LA
Josh Westerfield’s Current Industry Lpl Financial
Josh
Westerfield’s Prior Industry
Associated Bank
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Edward Jones
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Lpl Financial
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Work Experience

Lpl Financial
Financial Advisor
Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Edward Jones
Financial Advisor
Sun Apr 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Associated Bank
Branch Manager
Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)