"Joshua D. Mellberg's career started right after he graduated from Western Michigan University's Haworth College of Business. With a degree in hand, he wasted no time. He became licensed in Life and Health, stepping quickly into the world of financial services. "I knew early on that I wanted to help people make sense of their money," Mellberg recalled. "It wasn't just about products. It was about clarity. People needed to feel in control of their future.""
"Building J.D. Mellberg Financial In 2005, Mellberg founded J.D. Mellberg Financial. What started as a small firm grew quickly under his leadership. The company earned a spot on the Inc. 5000 list for seven years in a row, a sign of steady growth and client trust. "We didn't get there by chance," he explained. "It was about listening to clients and training advisors to put them first. If you build around that, growth follows naturally.""
"After the sale, Mellberg wasn't finished. He launched Secure Income Management (SIM), where he serves as President and CEO. SIM focuses on tech-driven, client-first financial planning. The firm quickly gained traction, earning Inc. 5000 recognition in both 2024 and 2025. Mellberg pointed to innovation as a key factor. "The industry is evolving fast. Technology lets us make planning clearer and more accessible. Clients today expect that, and advisors need it too.""
Joshua D. Mellberg began his financial services career after graduating from Western Michigan University's Haworth College of Business, becoming licensed in Life and Health and prioritizing client clarity and control. He founded J.D. Mellberg Financial in 2005, growing the firm to seven consecutive Inc. 5000 appearances and completing a majority sale in 2020. He then launched Secure Income Management (SIM) as President and CEO, focusing on tech-driven, client-first planning and earning Inc. 5000 recognition in 2024 and 2025. Mellberg emphasizes education, transparency, advisor training, and innovation to build durable, client-centered business models.
Read at Business Matters
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