
Joshua Flatley
✔️ Former Managing Member of Financial Planning Firm, working with professional pilots and transitioning service members ✔️ Leader with... | Greater Reno Area, Greater Reno Area, United States
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Joshua Flatley’s Emails [email protected]
Joshua Flatley’s Phone Numbers No phone number available.
Social Media
Joshua Flatley’s Location Greater Reno Area, Greater Reno Area, United States
Joshua Flatley’s Expertise ✔️ Former Managing Member of Financial Planning Firm, working with professional pilots and transitioning service members ✔️ Leader with experience addressing concerns, creating solutions, and delivering results ✔️ Logistics experience that can increase flight department operational excellence, revenue, and productivity ✔️ 360-degree view of flight operations gained from years of ground, maintenance, planning, and flying experience In his free time, Josh enjoys alpine skiing and is an early American history aficionado. Additionally, he spends time every week assisting new pilots achieve their personal and career goals in the Civil Air Patrol.
Joshua Flatley’s Current Industry Logic Wealth Management
Joshua
Flatley’s Prior Industry
Waddell And Reed
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Wma Securities
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World Group Securities
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Scottrade
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Schultz Financial
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Jmf Financial Planning
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X Vector
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Origin
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Logic Wealth Management
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Work Experience

Logic Wealth Management
Investment Advisor Representative
Mon Jul 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Origin
Financial Planner
Sat May 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Aug 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
X Vector
Managing Member
Sun Mar 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Jmf Financial Planning
Owner
Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Schultz Financial
Financial Paraplanner
Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Mar 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Scottrade
Stock Broker
Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
World Group Securities
Branch Office Supervisor
Mon Apr 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Wma Securities
Life Insurance Agent
Sun Jun 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Apr 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)
Waddell And Reed
Life Insurance Agent
Tue Oct 01 1996 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time)