Justin Bolmgren has been Managing Principal, of William Joseph Capital Management since March 2024, is a control person of the firm and directly owns between 25% and 50% of it.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Justin Bolmgren’s longest registration was 10 years at Bolmgren Retireplan, Inc. (2013–2023). Before joining William Joseph Capital Management in 2024, Justin Bolmgren was registered through Origin Financial and Bolmgren Retireplan, Inc.
- – present · 2 yearsAdviser representative · Firm CRD 226535
- Origin Financial– · under a yearMilford, PA · Adviser representative · Firm CRD 305353
- Bolmgren Retireplan, Inc.– · 10 yearsChicago, IL · Adviser representative · Firm CRD 166560
- Fmsi Advisers– · 2 yearsChicago, IL · Adviser representative · Firm CRD 21786
- Advance Capital Management Inc– · 3 yearsLisle, IL · Adviser representative · Firm CRD 110767
Investment adviser representative registrations
Justin Bolmgren is registered as an investment adviser representative in 2 states. Each was approved in January 2024.
- IllinoisSince 8 January 2024
- PennsylvaniaSince 2 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 17 June 2011 |
| Series 66 | Uniform Combined State Law Examination | 25 March 2004 |
| Series 7 | General Securities Representative Examination | 2 February 2004 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin Karl Bolmgren
- CRD
- 4673059
- Firm
- William Joseph Capital Management · CRD 226535
- Role
- Managing Principal,
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Bolmgren work?
Justin Bolmgren has been Managing Principal, of William Joseph Capital Management, Inc. since March 2024, and is a control person of the firm.
Is Justin Bolmgren a financial advisor?
Yes. Justin Bolmgren has a current investment-adviser registration in Illinois and Pennsylvania, through William Joseph Capital Management since January 2024.
How many years of experience does Justin Bolmgren have?
Justin Bolmgren has 19 years in the financial industry, since November 2006, across 5 adviser firms.
What exams has Justin Bolmgren passed?
Justin Bolmgren has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in February 2004.
Where did Justin Bolmgren work before William Joseph Capital Management?
Before William Joseph Capital Management, Justin Bolmgren was registered through Origin Financial, November 2022 to March 2023; Bolmgren Retireplan, Inc., April 2013 to December 2023; Fmsi Advisers, September 2010 to April 2013; Advance Capital Management Inc, November 2006 to September 2010.
Is Justin Bolmgren registered with FINRA?
No. Justin Bolmgren has no current broker registration.
How can I verify Justin Bolmgren’s record?
Search CRD 4673059 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Bolmgren’s full registration record.
