Author: Joshua Mellberg

Joshua Mellberg is an Investment Advisory Representative and licensed insurance agent. He is a sought-after speaker on retirement income planning strategies who has been featured on CNBC, PBS and Yahoo! Finance. His entrepreneurial career started in high school when he managed his own lawn-care business. While in college at Western Michigan University, he ran an online collectibles business and four construction crews building lofts in college dorm rooms. After graduating with a business management degree, Mellberg began his financial career and quickly realized that certain financial products weren’t optimal for every client. This prompted Josh to start J.D. Mellberg Financial (, where he vowed to always offer clients a wide array of proven retirement products and services to help protect and then manage their assets to fit their goals.

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