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Joseph Browning

Investment adviser representative at Whitaker-Myers Wealth Managers in Wooster, OH

Investment adviser registrationUpdated

Joseph Browning is an investment adviser representative at Whitaker-Myers Wealth Managers, LTD., an investment adviser managing $851M, and works from its Wooster, OH office. Joseph Browning has been registered through Whitaker-Myers Wealth Managers since 16 October 2024, has 2 years in the industry across 2 firms and has passed the Series 65.

2
Years in industry
2
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Joseph Browning has been an investment adviser representative at Whitaker-Myers Wealth Managers since October 2024, and is not listed among the firm’s executive officers or direct owners.

Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.

Joseph Browning’s longest registration is the current one, 2 years at Whitaker-Myers Wealth Managers since 2024.

  1. Bluespring Wealth Management, LLCAlso current
    – present · under a year
    Mansfield, OH · Adviser representative · Firm CRD 152667
  2. Whitaker-Myers Wealth Managers, LTD.Current
    – present · 2 years
    Wooster, OH · Adviser representative · Firm CRD 286093

Credentials and registrations

Investment adviser representative registrations

Joseph Browning is registered as an investment adviser representative in 2 states. The first approvals date from October 2024; the most recent is Florida, in October 2026.

  • FloridaSince 22 October 2026
  • OhioSince 16 October 2024

Examinations

Series 6516 October 2024
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Joseph Wade Browning
CRD
7985703
Firm
Whitaker-Myers Wealth Managers · CRD 286093
Office
3524 Commerce Pkwy, Wooster, OH 44691
Registration
Investment adviser registration
In the industry since
October 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joseph Browning work?

Joseph Browning is an investment adviser representative registered through Whitaker-Myers Wealth Managers, LTD. since October 2024, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Joseph Browning a financial advisor?

Yes. Joseph Browning has a current investment-adviser registration in Florida and Ohio, through Whitaker-Myers Wealth Managers since October 2024.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Joseph Browning have?

Joseph Browning has 2 years in the financial industry, since October 2024, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Joseph Browning passed?

Joseph Browning passed the Series 65 in October 2024.

Source: IAPD individual record, checked 24 October 2026

Where is Joseph Browning based?

Joseph Browning’s registered office is in Wooster, OH.

Source: IAPD individual record, checked 24 October 2026

Is Joseph Browning registered with FINRA?

No. Joseph Browning has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Joseph Browning’s record?

Search CRD 7985703 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Browning’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Whitaker-Myers Wealth Managers

Sources

  1. IAPD individual record, CRD 7985703, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Whitaker-Myers Wealth Managers, LTD., filed 2 June 2026. Executive officers and direct owners; this person is not among them.
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