OSHKOSH, WI (WTAQ) – A woman accused of stealing money from a client has waived her preliminary hearing.
Online court records indicate that Jean Walsh-Josephson will enter pleas to charges of forgery and theft on September 30.
Walsh-Josephson was working as a personal financial adviser at Thrivent Financial’s Oshkosh office. She’s accused of taking money from a client’s account.
Thrivent Financial is in the process of reaching out to Walsh-Josephson’s clients, however if clients with the company would like to review their portfolios, they may contact (920) 628-3799 or 1-800-THRIVENT, say “directory” and enter extension 6283799.
Walsh-Josephson’s registration as a personal financial adviser was suspended by the Wisconsin Department of Financial Institutions.
