Joseph Fenwick has been Partner & Wealth Manager of Flourish Wealth Management since January 2025, is not listed as a control person, but directly owns between 5% and 10% of the firm. Joseph Fenwick holds a BA in Accounting and Finance from St. Cloud State University.
Flourish Wealth Management Inc. is an Edina, MN firm with $455M under management, 157 clients and 5 advisers in one office, as of its May 2026 filing.
Joseph "Joey" Fenwick is Partner and Wealth Manager of Flourish Wealth Management. He joined Flourish in 2020. Before joining Flourish, he worked with individuals and business owners on tax planning, implementation and cash flow management.
- – present · 2 yearsEdina, MN · Adviser representative · Firm CRD 170591
Investment adviser representative registrations
Joseph Fenwick is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is Texas, in October 2024.
- MinnesotaSince 23 October 2023
- TexasSince 17 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7804313
- Firm
- Flourish Wealth Management · CRD 170591
- Role
- Partner & Wealth Manager
- Office
- 3300 EDINBOROUGH WAY, SUITE 420, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- flourishwealthmanagement.com
Where does Joseph Fenwick work?
Joseph Fenwick has been Partner & Wealth Manager of Flourish Wealth Management Inc. since January 2025.
Is Joseph Fenwick a financial advisor?
Yes. Joseph Fenwick has a current investment-adviser registration in Minnesota and Texas, through Flourish Wealth Management since October 2023.
How many years of experience does Joseph Fenwick have?
Joseph Fenwick has 3 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Joseph Fenwick passed?
Joseph Fenwick passed the Series 65 in October 2023.
Where is Joseph Fenwick based?
Joseph Fenwick’s registered office is in Edina, MN.
Is Joseph Fenwick registered with FINRA?
No. Joseph Fenwick has no current broker registration.
How can I verify Joseph Fenwick’s record?
Search CRD 7804313 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Fenwick’s full registration record.
