Joanna Habegger (CRD# 6386317) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Indianapolis, IN and has over 9 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Outsourced General Counsel, LLC | Indianapolis, IN | Jan 2022 - Current | 2 |
| Invite Wealth Management, LLC | Indianapolis, IN | Apr 2021 - Current | 3 |
| Silver Oak Securities, Inc. | Jackson, TN | Sep 2018 - Current | 5 |
| Carelio, LLC | Indianapolis, IN | Jul 2019 - Mar 2022 | 2 |
| Financial Resource Advisors, LLC | Greenwood, IN | Mar 2014 - Jun 2021 | 7 |
| Securities Service Network, Inc. | Greenwood, IN | Nov 2014 - Sep 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- IN
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Total Assets Under Management1,463MILLIONS
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Total Number of Accounts10,311ACCOUNTS
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Average Account Value$141,919
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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