Joshua Rent has been an investment adviser representative at Northeast Planning Associates since May 2018, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Joshua Rent’s longest registration was 8 years at Ameriprise Financial Services, Inc. (2009–2018). Before joining Northeast Planning Associates in 2018, Joshua Rent was registered through Ameriprise Financial Services, Inc.
- – present · 8 yearsFalmouth, ME · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 8 yearsFalmouth, ME · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 8 yearsFalmouth, ME · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Joshua Rent is registered as an investment adviser representative in 2 states. Each was approved in May 2018.
- MaineSince 9 May 2018
- TexasSince 9 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2009 |
| Series 3 | National Commodity Futures Examination | 23 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 January 2000 |
| Series 7 | General Securities Representative Examination | 14 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joshua Gregory Rent
- CRD
- 4001956
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 361 US ROUTE 1, SUITE 3, Falmouth, ME 04105-1704
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Rent work?
Joshua Rent is an investment adviser representative registered through Northeast Planning Associates, Inc. since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Rent a financial advisor?
Yes. Joshua Rent has a current investment-adviser registration in Maine and Texas, through Northeast Planning Associates since May 2018.
How many years of experience does Joshua Rent have?
Joshua Rent has 24 years in the financial industry, since July 2002, across 3 adviser firms.
What exams has Joshua Rent passed?
Joshua Rent has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in December 1999. FINRA credited Joshua Rent with the SIE, which began in October 2018.
Where did Joshua Rent work before Northeast Planning Associates?
Before Northeast Planning Associates, Joshua Rent was registered through Ameriprise Financial Services, Inc., July 2009 to May 2018.
Where is Joshua Rent based?
Joshua Rent’s registered office is in Falmouth, ME.
Is Joshua Rent registered with FINRA?
Yes. Joshua Rent has a current broker registration, under CRD 4001956.
Source: FINRA BrokerCheck
How can I verify Joshua Rent’s record?
Search CRD 4001956 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Rent’s full registration record.
