Joshua Hovda has been an investment adviser representative at Lakeridge Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Joshua Hovda holds a Degree in Business Administration from the University of New Mexico Anderson School of Business.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Joshua J. Hovda is Financial Advisor of Lakeridge Wealth Management. He joined Financial Solutions in 2014 and provides financial analyses for individual investors. His experience centers on employee benefits, and he manages and oversees the firm's 401(k)s and SIMPLE IRAs, working with each plan trustee and business owner.
Joshua Hovda’s longest registration was 8 years at Cetera Advisor Networks LLC (2014–2022). Before joining Lakeridge Wealth Management in 2022, Joshua Hovda was registered through Cetera Advisor Networks LLC.
- – present · 5 yearsAlbuquerque, NM · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 8 yearsAlbuquerque, NM · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Joshua Hovda is registered as an investment adviser representative in New Mexico, since January 2022.
- New MexicoSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 March 2014 |
| Series 7 | General Securities Representative Examination | 17 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Joseph Hovda
- CRD
- 6166943
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- 6100 Uptown Blvd NE, Suite 610C, Albuquerque, NM 87110
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lakeridgewm.com
Where does Joshua Hovda work?
Joshua Hovda is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Hovda a financial advisor?
Yes. Joshua Hovda has a current investment-adviser registration in New Mexico, through Lakeridge Wealth Management since January 2022.
How many years of experience does Joshua Hovda have?
Joshua Hovda has 13 years in the financial industry, since June 2013, across 2 adviser firms.
What exams has Joshua Hovda passed?
Joshua Hovda has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2013. FINRA credited Joshua Hovda with the SIE, which began in October 2018.
Where is Joshua Hovda based?
Joshua Hovda’s registered office is in Albuquerque, NM.
Is Joshua Hovda registered with FINRA?
No. Joshua Hovda has no current broker registration.
How can I verify Joshua Hovda’s record?
Search CRD 6166943 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Hovda’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging