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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JUSTIN KARL BOLMGREN

Advisor at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

Milford, PA | Chicago, IL | BRISTOL, CT

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Search this name across graphsid dfx:ria:6c7cb57b-bfbf-5347-9a9d-26b2156abd00

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 29, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 25, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 25, 2004
First registration: Nov 29, 2006
Dual registered: no
IAPD individual key: 4673059

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Independent wealth	Jan 2, 2024	n/a	yes	Chicago, IL\|BRISTOL, CT\|Milford, PA	Current employment
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Nov 16, 2022	Mar 15, 2023	no	SARASOTA, FL\|MILFORD, PA	Previous registration
BOLMGREN RETIREPLAN, INC.	n/a	Apr 2, 2013	Dec 31, 2023	no	CHICAGO, IL\|Milford, PA	Previous registration
FMSI ADVISERS	Former SEC adviser	Sep 23, 2010	Apr 2, 2013	no	BLOOMINGTON, IL\|BLOOMINGTON, IL\|NAPERVILLE, IL\|CHICAGO, IL	Previous registration
ADVANCE CAPITAL MANAGEMENT INC	Independent wealth	Nov 29, 2006	Sep 24, 2010	no	LISLE, IL\|SOUTHFIELD, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOLMGREN RETIREPLAN, INC.	ORIGIN INVESTMENT ADVISORY LLC	Dec 31, 2023	Nov 16, 2022	-410	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Mar 15, 2023	Jan 2, 2024	293	Firm change	RIA to RIA
FMSI ADVISERS	BOLMGREN RETIREPLAN, INC.	Apr 2, 2013	Apr 2, 2013	0	Firm change	Other
ADVANCE CAPITAL MANAGEMENT INC	FMSI ADVISERS	Sep 24, 2010	Sep 23, 2010	-1	Firm change	Other

Relationships

Registered with (5)

→ WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Jan 2, 2024 to presentfactForm ADV
→ BOLMGREN RETIREPLAN, INC.Registered adviserregistration: previous registration
Apr 2, 2013 to Dec 31, 2023factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Nov 16, 2022 to Mar 15, 2023factForm ADV
→ FMSI ADVISERSRegistered adviserregistration: previous registration
Sep 23, 2010 to Apr 2, 2013factForm ADV
→ ADVANCE CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Nov 29, 2006 to Sep 24, 2010factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Justin Karl Bolmgren left Bolmgren Retireplan, Inc. for Origin Investment Advisory Llc (registered 2022-11-16)
Form ADVobserved 4 days ago
Occurred
Mar 15, 2023
Advisor changed firm
Justin Karl Bolmgren left Origin Investment Advisory Llc for William Joseph Capital Management, Inc. (registered 2024-01-02)
Form ADVobserved 4 days ago