Ameriprise Financial Services
47yrs
Top 1% by experience in Edina
3yrs
Joseph Fenwick
Financial advisor at Flourish Wealth Management
Joseph Fenwick is a fiduciary financial advisor in Edina, Minnesota, with 3 years in the industry. Joseph joined Flourish Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 600 advisors with offices in Edina, and one of 488 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office3300 Edinborough Way Suite 420, Edina, MN 55435
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.89 million
Advisors at the firm4
States licensed ?1 state
Services through Flourish Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther 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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowFlourish Wealth Management Inc.Current firm
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Joseph
How do I contact Joseph?
Call Flourish Wealth Management at (952) 392-4474 and ask for Joseph Fenwick. Joseph works from the Edina, MN office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Joseph hold?
Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Flourish Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joseph 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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