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Joshua R Huene

Investment Adviser Representative at MAIA Wealth

Denver, COCRD #7743706Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joshua R. Huene is an investment adviser representative with MAIA Wealth in Denver, CO, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado.

Office

1331 17th Street, Suite 800
Denver, CO 80202

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/15/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MAIA WealthCurrent
5/17/2023 – Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MAIA Wealth
    May 2023 – no end date reportedDenver, CO
  2. Papa Johns
    Jan 2017 – Jun 2019Fort Collins, CO
  3. Jersey Mikes
    Apr 2021 – May 2022Fort Collins, CO
  4. College Hunks
    Apr 2021 – Aug 2022Fort Collins, CO
  5. Tiny Tikes
    May 2021 – Dec 2022Fort Collins, CO
  6. Full-time Student
    Jan 2013 – May 2022Fort Collins, CO
  7. Maia Wealth
    Jan 2023 – Apr 2023Denver, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MAIA Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance/group health benefits.

Retirement PlanningFinancial PlanningEstate PlanningTax PlanningInsurance
Firm areas of expertise
Retirement PlanningFinancial PlanningEstate PlanningTax PlanningInvestment PlanningInvestment ManagementWealth PlanningLife InsuranceLong-term CareAnnuitiesMutual Funds+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
42
Offices listed on AdvisorFinder:
5
Main office:
Denver, CO
SEC file number:
801-120452

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 20, 2026

View full firm profile

Other advisors at MAIA Wealth

Showing 12 of 42 in the directory

View MAIA Wealth firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua R Huene has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joshua R Huene (MAIA Wealth) - Fees & Credentials