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Advisors / Missouri / Saint Louis
22yrs

Joshua Wright

Financial advisor at TBG-Bedford Group

Joshua Wright is a fiduciary financial advisor in Saint Louis, Missouri, with 22 years in the industry. Joshua joined TBG-Bedford Group in 2026, after ten years at Ameriprise Financial Services. TBG-Bedford Group offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

Saint Louis, MO 63131Fiduciary advisor
Call the officeDirections

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors in Saint Louis
Office10310 German Blvd, Saint Louis, MO 63131
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$789,286
Advisors at the firm10
States licensed ?1 state

Services through TBG-Bedford Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. May 2026 – now
  2. 2015 – 2026

Questions to ask Joshua

Tailored to Joshua’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Joshua

How do I contact Joshua?

Call TBG-Bedford Group at (314) 957-5737 and ask for Joshua Wright. Joshua works from the Saint Louis, MO office.

How long has Joshua been a financial advisor?

Joshua has been in the industry since 2004, about 22 years. More experience than 74% of advisors in Saint Louis.

What licenses does Joshua hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Joshua a fiduciary?

Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Joshua paid?

TBG-Bedford Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Joshua for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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