Joshua D Mellberg
President & CEO
Tucson, AZ, US
About Joshua D Mellberg
Joshua D. Mellberg is an American financial advisor and business leader based in Tucson, Arizona. He is the President and CEO of Secure Investment Management (SIM), an advisory firm focused on retirement income planning and financial strategy. Mellberg has worked in the financial services industry for over 20 years.
He earned his degree from Western Michigan University’s Haworth College of Business. After college, he obtained his Life and Health Insurance License and began working in retirement planning. In 2005, he founded J.D. Mellberg Financial, where he helped clients with secure, tax-advantaged investment strategies. Under his leadership, the firm grew rapidly and appeared on the Inc. 5000 list for seven consecutive years.
Mellberg is known for using structured systems in his business, including the Entrepreneurial Operating System (EOS). He created advisor training programs and developed processes that allowed his firms to scale while maintaining consistent service. In 2020, he sold a majority stake in J.D. Mellberg Financial.
In 2022, he launched Secure Investment Management. The firm takes a virtual-first approach and serves clients using modern technology and system-based planning tools. SIM has also been recognized on the Inc. 5000 list.
Mellberg regularly trains advisors and speaks at industry events. He holds a Series 65 license and is registered in multiple states. He is a member of YPO Scottsdale and lives in Tucson with his wife and son. His work focuses on sustainable financial strategies, team training, and long-term business planning.
Areas of Focus
Career Background
J.D. Mellberg Financial
Ultimate Advisor Training
Education
Media
Press
Awards & Recognition
- Inc. 5000 – J.D. Mellberg Financial, Honoree (2013–2019), issued by Inc. Magazine
- Inc. 5000 – Secure Investment Management, Honoree (2024, 2025), issued by Inc. Magazine
Licenses & Certifications
- Life and Health Insurance License – issued by state insurance departments (All 50 states), 2002
- Series 65 Investment Adviser Representative – issued by FINRA/SEC
Boards & Memberships
- YPO Scottsdale – Member, 2014 – Present
Frequently Asked Questions
What does Joshua D Mellberg do?
Joshua D. Mellberg is the President and CEO of Secure Investment Management (SIM), an advisory firm based in Tucson, Arizona focused on retirement income planning and financial strategy. He has worked in the financial services industry for over 20 years.
What is Joshua D Mellberg known for?
Mellberg is known for founding J.D. Mellberg Financial in 2005 and growing it to appear on the Inc. 5000 list for seven consecutive years, as well as for using structured systems like the Entrepreneurial Operating System (EOS) and developing advisor training programs. His current firm, Secure Investment Management, has also been recognized on the Inc. 5000 list.
Where is Joshua D Mellberg based?
Joshua D. Mellberg is based in Tucson, Arizona, US.
Where did Joshua D Mellberg study?
He earned his bachelor's degree in Business from Western Michigan University's Haworth College of Business.
Who does Joshua D Mellberg work for?
Joshua D. Mellberg is President and CEO of Secure Investment Management, a firm he founded in 2022 after selling a majority stake in his previous company, J.D. Mellberg Financial, in 2020.
Last updated February 20, 2026