Joshua Mauk has been an investment adviser representative at Terra Wealth Management since July 2022, and is not listed among the firm’s executive officers or direct owners. Joshua Mauk studied at Purdue University.
Terra Wealth Management, LLC is a High Point, NC firm with $152M under management, 572 clients and 6 advisers across 6 offices, as of its March 2026 filing.
Joshua P. Mauk is Founder & President of TerraWealth. He brings 19 years of experience in financial services and began his career in risk management planning at the age of 20. For over a decade he focused on helping blue-collar, middle-class Americans gain financial confidence.
Joshua Mauk’s longest registration was 5 years at Primerica Advisors (2016–2022). Before joining Terra Wealth Management in 2022, Joshua Mauk was registered through Primerica Advisors.
- Apollon Wealth Management, LLCAlso current– present · under a yearCrown Point, IN · Adviser representative · Firm CRD 291902
- Primerica Advisors– · 5 yearsMerrillville, IN · Adviser representative · Firm CRD 10111
Investment adviser representative registrations
Joshua Mauk is registered as an investment adviser representative in 2 states. The first approvals date from July 2022; the most recent is North Carolina, in June 2023.
- IndianaSince 18 July 2022
- North CarolinaSince 19 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2016 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 13 May 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 5915472
- Firm
- Terra Wealth Management · CRD 320643
- Office
- 123 N MAIN ST, SUITE 209M, Crown Point, IN 46307
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- terrawealth.com
Where does Joshua Mauk work?
Joshua Mauk is an investment adviser representative registered through Terra Wealth Management, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Mauk a financial advisor?
Yes. Joshua Mauk has a current investment-adviser registration in Indiana and North Carolina, through Terra Wealth Management since July 2022.
How many years of experience does Joshua Mauk have?
Joshua Mauk has 14 years in the financial industry, since November 2011, across 3 adviser firms.
What exams has Joshua Mauk passed?
Joshua Mauk has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in September 2011. FINRA credited Joshua Mauk with the SIE, which began in October 2018.
Where did Joshua Mauk work before Terra Wealth Management?
Before Terra Wealth Management, Joshua Mauk was registered through Primerica Advisors, May 2016 to April 2022.
Where is Joshua Mauk based?
Joshua Mauk’s registered office is in Crown Point, IN.
Is Joshua Mauk registered with FINRA?
No. Joshua Mauk has no current broker registration.
How can I verify Joshua Mauk’s record?
Search CRD 5915472 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Mauk’s full registration record.
