Joseph Masciopinto (CRD# 6237109) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Brgankdv Wealth Management, LLC | Bloomington, MN | Jul 2023 - Current | < 1 |
Creative Planning, LLC | Overland Park, KS | Dec 2021 - Current | 2 |
Lockton Companies LLC | Minneapolis, MN | Jul 2021 - Dec 2021 | < 1 |
Lockton Investment Securities, LLC | Minneapolis, MN | Jul 2021 - Dec 2021 | < 1 |
Lockton Investment Advisors, LLC | Minneapolis, MN | Jul 2021 - Dec 2021 | < 1 |
Gallagher Benefit Services | Rolling Meadows, IL | Aug 2017 - Jul 2021 | 3 |
Kestra Financial, Inc. | Austin, TX | Aug 2017 - Jul 2021 | 3 |
Global Retirement Partners, LLC | San Rafael, CA | Jun 2017 - Aug 2017 | < 1 |
Independent Financial Partners | Edina, MN | Jan 2014 - Aug 2017 | 3 |
Lpl Financial LLC | Edina, MN | Sep 2013 - Aug 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- MN
- TX
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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