Learn About Josh Mellberg

Joshua Mellberg is an Investment Advisory Representative with Secure Investment Management, an SEC registered investment adviser and insurance licensed in all 50 states.  As a public speaker, Josh frequently conducts presentations on retirement and investment planning, as well as nationally training of financial professionals in tax and income planning strategies. He has been featured on CNBC, Forbes.com and Yahoo! Finance.

Josh Mellberg’s nationally recognized awards include being named as:

  • Agent of the year for 2005, 2006 & 2007 by Forward Strategies out of over 5,000 financial professionals.
  • #1 Income Planning Advisor in the country in 2011, 2012 and 2013 by Advisors Excel, a national marketing organization.
  • Inc. 500|5000 list of fastest-growing private companies in 2011, 2012 and 2013.
  • Product Consultant for Legacy, a firm dedicated to developing innovative financial products that provide growth potential and principal protection.

Josh Mellberg and his agents and advisors do not give tax, legal or accounting advice. See professionals with that expertise when seeking information as to whether the Mellberg strategies will be good for your unique financial situation.