Ascend Retirement and Investment Services - Josh Wells

Share this article:

Josh Wells, CRPC®, Associate Financial Advisor

Josh's coverage areas are Cookeville, Franklin County, Manchester, and McMinnville.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Josh helps individuals and families at Ascend Federal Credit Union pursue their retirement and investment goals with financial advice based on years of experience in the industry. Josh is deeply committed to members’ financial success – he employs an approach of actively listening and partnering with members to form a plan for their individual situations. Josh has a Bachelor of Business Administration Degree with an emphasis in Economics and Finance.

Schedule an Appointment
Start a Guided Wealth Portfolio

Joshua.Wells1@lpl.com
(931) 461-8779
1929 McArthur Street
Manchester, TN 37355

Securities and advisory services are offered through, LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ascend Federal Credit Union and Ascend Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Ascend Retirement and Investment Services, and may also be employees of Ascend Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Ascend Federal Credit Union or Ascend Retirement and Investment Services.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union Deposits
or Obligations

May Lose
Value

Ascend Federal Credit Union ("Ascend") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Ascend for these referrals. This creates an incentive for Ascend to make these referrals, resulting in a conflict of interest. Ascend is not a current client of LPL for advisory services. Visit lpl.com/disclosures/is-lpl-relationship-disclosure for more information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS.