Joshua Ruggles
Financial Advisor
LPL Financial
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Find Joshua at these Consumers offices:
About Joshua
Joshua Ruggles has worked in the financial services industry for a decade, assisting a wide range of members. Joshua performs a variety of duties including client relations, prospecting and training staff on referrals as the financial advisor for Consumers’ Kalamazoo market. His goal is to grow within the organization and become a senior advisor.
“I enjoy being able to assist members with their financial decisions,” says Joshua. “It’s very rewarding to be able to provide them with the strategies designed to help them thrive.”
After finishing his degree in business finance from Western Michigan University, and before joining Consumers Investment Services, Joshua’s experience allowed him to serve an array of clients. When not assisting members, Joshua is an avid hockey player and works with multiple charities, including Family Hope Foundation, WMU therapy dog clinic and more. His experience and passion will serve him well as he continues to serve members.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union and Consumers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through *Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Consumers Credit Union and Consumers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Consumers Investment Services, and may also be employees of Consumers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Consumers Credit Union or Consumers Investment Services. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
**The LPL Financial registered representatives 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
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.
