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Josh Mellberg
Josh Mellberg

Josh Mellberg

President and Founder, Secure Investment Management

March 18, 2010 by Steve Leave a Comment

Joshua Mellberg is a licensed insurance agent. As a public speaker, he frequently conducts presentations on retirement income, as well as national training events for financial professionals in using annuities for tax and income planning strategies. He has been featured on CNBC, AZ-PBS and Yahoo! Finance.

Josh learned the value of a dollar the old-fashioned way – through hard work and integrity. While in college at Western Michigan University, he proved his business savvy as he ran an online collectibles business and four construction crews building lofts in college dorm rooms. After graduating with a business management degree, Josh began his financial career with a trust company and then moved to a captive insurance company. These jobs taught him a valuable lesson.

A successful company needs to find products their clients need, rather than look for clients to sell products to. Josh vowed to always offer clients a wide array of time-tested retirement products, investment needs and services to help them protect and then manage their assets to fit their goals.

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Secure Investment Management, LLC (SIM) is a federally registered investment adviser under the Investment Advisers Act of 1940 that maintains a principal place of business in the State of Arizona. Registration as an investment adviser does not imply a certain level of skill or training. SIM may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SIM's registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov .

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