President and Founder, Secure Investment Management
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.
Pursuing a better investment experience
Secure Investment Management, LLC (SIM) is a federally registered investment adviser 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 .
Copyright © 2025. All Rights Reserved