Joseph Koch Email & Phone Number
CEO and Managing Director
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Joseph Koch Location
- Plymouth, MI, US
Joseph Koch Work
- 2022 -now CEO and Managing Director @ Blue Mountain Wealth Management
- 2010 -now Managing Director @
- 2009 -2010 Senior Vice President and Branch Director @
- 2001 -2009 Senior Vice President and Branch Manager @ Ferris, Baker Watts, Inc.
- 1997 -2001 Mayor, Mayor Pro-Tem and Commissioner for the City of Plymouth @ City of Plymouth, Michigan
- 1999 -2001 Senior Vice President @
- 1989 -1999 Principal @ Roney & Company LLC
- 1986 -1989 Investment advisor @ Korn, Womack and Stern- Hamilton Investments
Joseph Koch Education
- College for Financial Planning
CFP® Professional Education Program (Certified Financial Planner)
1992-1994 - Western Michigan University
Bachelor of Business Administration (Finance, Economics & General Business)
1982-1985 - Harrison High School
Joseph Koch Skills
- Sorry But due to FINRA
- guidelines I CANNOT
- Endorse or be Endorsed
- on Linked In service
- Wealth Management
- Securities
- Mutual Funds
- Retirement Planning
- Variable Annuities
- Fixed Annuities
- Certified Financial Planner
- Diversification
- Economics
- Stocks
- Municipal Bonds
- Corporate Notes and Bonds
- Investments
- Series 7
- Finance
- Retirement
- Financial Services
- Estate Planning
- Asset Allocation
- Financial Planning
- Portfolio Management
- Series 63
- Investment Advisory
- Asset Management
- Management
- Sales
- Government
- Business Development
- Customer Service
Joseph Koch Summary
- Joseph Koch, based in Plymouth, MI, US, is currently a CEO and Managing Director at Blue Mountain Wealth Management. Joseph Koch brings experience from previous roles at B. Riley Wealth Management, RBC Wealth Management, Ferris, Baker Watts, Inc. and City of Plymouth, Michigan. Joseph Koch holds a 1992 - 1994 CFP® Professional Education Program in Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Sorry But due to FINRA, guidelines I CANNOT, Endorse or be Endorsed, on Linked In service, Wealth Management and more. Joseph Koch has 4 emails and 2 mobile phone numbers on RocketReach.
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