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
| Title | Chief Wealth Planning Officer/Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |