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Todd Daniel Walter

Chief Wealth Planning Officer/MemberThe Joseph Group LLCCRD 4610460

About Todd Daniel Walter

Todd Daniel Walter is listed as Chief Wealth Planning Officer/Member at The Joseph Group LLC in Columbus, OH. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of The Joseph Group LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Todd Daniel Walter work?

Todd Daniel Walter is listed as Chief Wealth Planning Officer/Member at The Joseph Group LLC on SEC Form ADV.

How much of The Joseph Group LLC does Todd Daniel Walter own?

Form ADV reports a beneficial ownership band of 25-50%.

The Joseph Group LLC

TitleChief Wealth Planning Officer/Member
Ownership25-50%
Control personYes
Since2018
View The Joseph Group LLC →