Joshua Harrell has been Partner / Lead Advisor of Balanced Wealth Group since November 2023, is a control person of the firm and directly owns between 10% and 25% of it. Joshua Harrell holds a Bachelor's degree from the College of Wooster.
Balanced Wealth Group LLC is a Westlake, OH firm with $494M under management, 498 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Josh Harrell is Senior Financial Advisor and Partner of Balanced Wealth Group, which was founded by Harrell, Matt Daugherty and Matt Gottshall. He has been a Financial Planner since 2011 and focuses on bringing balance and financial wellness to clients and their families.
Joshua Harrell’s longest registration was 12 years at Ameriprise Financial Services, LLC (2011–2023). Before joining Balanced Wealth Group in 2023, Joshua Harrell was registered through Ameriprise Financial Services, LLC.
- Balanced Wealth Group LLCCurrent– present · 2 yearsWestlake, OH · Adviser representative · Firm CRD 328007
- Ameriprise Financial Services, LLC– · 12 yearsWestlake, OH · Adviser representative · Firm CRD 6363
Professional designations
Listed by Balanced Wealth Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Equity Compensation Associate (ECA)
Investment adviser representative registrations
Joshua Harrell is registered as an investment adviser representative in Ohio, since November 2023.
- OhioSince 2 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 August 2011 |
| Series 7 | General Securities Representative Examination | 3 August 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Randolph Harrell
- CRD
- 5556167
- Firm
- Balanced Wealth Group · CRD 328007
- Role
- Partner / Lead Advisor
- Office
- 1991 CROCKER ROAD, SUITE 300, Westlake, OH 44145
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- choosebalance.com
Where does Joshua Harrell work?
Joshua Harrell has been Partner / Lead Advisor of Balanced Wealth Group LLC since November 2023, and is a control person of the firm.
Is Joshua Harrell a financial advisor?
Yes. Joshua Harrell has a current investment-adviser registration in Ohio, through Balanced Wealth Group since November 2023.
How many years of experience does Joshua Harrell have?
Joshua Harrell has 15 years in the financial industry, since August 2011, across 2 adviser firms.
What exams has Joshua Harrell passed?
Joshua Harrell has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2011. FINRA credited Joshua Harrell with the SIE, which began in October 2018.
Where is Joshua Harrell based?
Joshua Harrell’s registered office is in Westlake, OH.
Is Joshua Harrell registered with FINRA?
No. Joshua Harrell has no current broker registration.
Is Joshua Harrell a CFP?
Balanced Wealth Group lists Joshua Harrell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Harrell’s record?
Search CRD 5556167 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Harrell’s full registration record.