Joseph Arsenault has been Managing Partner of Arbor Wealth Management since May 2012, is a control person of the firm and directly owns between 25% and 50% of it. Joseph Arsenault studied at Arizona State University.
Arbor Wealth Management, LLC is a Tempe, AZ firm with $138M under management, 111 clients and 2 advisers in one office, as of its March 2026 filing.
Joe Arsenault is Managing Partner of Arbor Wealth Management. He is a licensed CPA and Personal Financial Specialist with a background in financial accounting, taxation and retirement planning. He focuses on creating, implementing and maintaining financial and investment strategies for clients.
Joseph Arsenault’s longest registration is the current one, 13 years at Arbor Wealth Management since 2013. Before joining Arbor Wealth Management in 2013, Joseph Arsenault was registered through Regal Investment Advisors LLC.
- Arbor Wealth Management, LLCCurrent– present · 13 yearsTempe, AZ · Adviser representative · Firm CRD 168774
- Regal Investment Advisors LLC– · under a yearTempe, AZ · Adviser representative · Firm CRD 125004
Professional designations
Listed by Arbor Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Joseph Arsenault is registered as an investment adviser representative in 2 states. The first approvals date from August 2013; the most recent is Texas, in September 2020.
- ArizonaSince 28 August 2013
- TexasSince 18 September 2020
Examinations
No examinations are on Joseph Arsenault’s record.
- Full name
- Joseph Christopher Arsenault
- CRD
- 6126101
- Firm
- Arbor Wealth Management · CRD 168774
- Role
- Managing Partner
- Office
- 7581 S WILLOW DRIVE, SUITE 110, Tempe, AZ 85283
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arborfirm.com
Where does Joseph Arsenault work?
Joseph Arsenault has been Managing Partner of Arbor Wealth Management, LLC since May 2012, and is a control person of the firm.
Is Joseph Arsenault a financial advisor?
Yes. Joseph Arsenault has a current investment-adviser registration in Arizona and Texas, through Arbor Wealth Management since August 2013.
How many years of experience does Joseph Arsenault have?
Joseph Arsenault has 13 years in the financial industry, since December 2012, across 2 adviser firms.
Where did Joseph Arsenault work before Arbor Wealth Management?
Before Arbor Wealth Management, Joseph Arsenault was registered through Regal Investment Advisors LLC, December 2012 to August 2013.
Where is Joseph Arsenault based?
Joseph Arsenault’s registered office is in Tempe, AZ.
Is Joseph Arsenault registered with FINRA?
No. Joseph Arsenault has no current broker registration.
How can I verify Joseph Arsenault’s record?
Search CRD 6126101 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Arsenault’s full registration record.