Intrinsic Investors
47yrs
Top advisor by experience in Wauwatosa
3yrs
Joshua Pullmann
Financial advisor at LPL Enterprise
Based in Wauwatosa, Wisconsin, Joshua Pullmann is a fiduciary financial advisor with 3 years of industry experience. Joshua has been with LPL Enterprise since 2024; before that, Joshua spent a year at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 129 advisors with offices in Wauwatosa, and one of 119 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- Oct 2023 – Nov 2024Pruco Securities, LLC.Previously
Contact Joshua
10000 W Innovation Drive Suite 190Wauwatosa, WI 53226Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Enterprise · Fort Mill, SC Firm websitewww.lpl.com/lpl-enterprise.html
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joshua
Tailored to Joshua’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joshua
How do I contact Joshua?
Call LPL Enterprise at (704) 733-3300 and ask for Joshua Pullmann. Joshua works from the Wauwatosa, WI office.
How long has Joshua been a financial advisor?
Joshua has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Joshua hold?
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?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, 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.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Wisconsin
Cetera Investment Advisers
42yrs
Top 2% by experience in Wauwatosa
LPL Financial
42yrs
Top 2% by experience in Wisconsin
LPL Financial
41yrs
Top 3% by experience in Wisconsin
LPL Enterprise
40yrs
Top 3% by experience at LPL Enterprise