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JOSH ARNOLD INVESTMENT CONSULTANT, LLC

EDINA, MN · CRD 163088 · IAPD ↗ · mrmoneytalk.com · 952-925-5608

$142.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2025 — JOSH ARNOLD INVESTMENT CONSULTANT, LLC notice-filed in AZ, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2024 — JOSH ARNOLD INVESTMENT CONSULTANT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.