Josh Weisel has been an investment adviser representative at Perspective Wealth Advisors since July 2026, and is not listed among the firm’s executive officers or direct owners. Josh Weisel holds an MBA from Concordia University of Wisconsin.
Perspective Wealth Advisors LLC is a Loveland, CO firm with $158M under management, 177 clients and 4 advisers in one office, as of its March 2026 filing.
Josh Weisel is Director of Investments at Perspective Wealth Advisors, with years of experience in the wealth management industry.
Josh Weisel’s longest registration was 3 years at Elk River Wealth Management LLC (2023–2026). Before joining Perspective Wealth Advisors in 2026, Josh Weisel was registered through Alphacore Capital LLC and Elk River Wealth Management LLC.
- Perspective Wealth AdvisorsCurrent– present · under a yearLoveland, CO · Adviser representative · Firm CRD 332574
- Alphacore Capital LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 174346
- Elk River Wealth Management LLC– · 3 yearsDenver, CO · Adviser representative · Firm CRD 307263
Professional designations
Listed by Perspective Wealth Advisors
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Josh Weisel is registered as an investment adviser representative in Colorado, since July 2026.
- ColoradoSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Josh William Weisel
- CRD
- 7748066
- Firm
- Perspective Wealth Advisors · CRD 332574
- Office
- 1615 FOXTRAIL DRIVE, SUITE 260, Loveland, CO 80538
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mypwa.com
Where does Josh Weisel work?
Josh Weisel is an investment adviser representative registered through Perspective Wealth Advisors LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Josh Weisel a financial advisor?
Yes. Josh Weisel has a current investment-adviser registration in Colorado, through Perspective Wealth Advisors since July 2026.
How many years of experience does Josh Weisel have?
Josh Weisel has 3 years in the financial industry, since May 2023, across 3 adviser firms.
What exams has Josh Weisel passed?
Josh Weisel passed the Series 65 in May 2023.
Where did Josh Weisel work before Perspective Wealth Advisors?
Before Perspective Wealth Advisors, Josh Weisel was registered through Alphacore Capital LLC, July 2026 to July 2026; Elk River Wealth Management LLC, May 2023 to July 2026.
Where is Josh Weisel based?
Josh Weisel’s registered office is in Loveland, CO.
Is Josh Weisel registered with FINRA?
No. Josh Weisel has no current broker registration.
Is Josh Weisel a CFA charterholder?
Perspective Wealth Advisors lists Josh Weisel with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Josh Weisel biography, mypwa.com
How can I verify Josh Weisel’s record?
Search CRD 7748066 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Josh Weisel’s full registration record.