Joseph Clagg (CRD# 6094694) is an Investment Advisor Representative working at Avantax Planning Partners, 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 |
|---|---|---|---|
| Avantax Investment Services, Inc. | Indianapolis, IN | Sep 2020 - Current | 3 |
| Honkamp Krueger Financial Services Inc. | Indianapolis, IN | May 2017 - Current | 7 |
| Avantax Insurance Agency And/or Avantax Insurance Services. | Indianapolis, IN | May 2017 - Current | 7 |
| Avantax Planning Partners | Indianapolis, IN | May 2017 - Current | 7 |
| Proequities Inc. | Indianapolis, IN | Jul 2018 - Sep 2020 | 2 |
| Mutual Of America Life Insurance Company | Indianapolis, IN | Jul 2016 - May 2017 | < 1 |
| Mutual Of America Securities LLC | Indianapolis, IN | Jul 2016 - May 2017 | < 1 |
| Wealth & Pension Services Group, Inc. | Smyrna, GA | Jan 2016 - Jul 2016 | < 1 |
| Legacy Practice Management | Plainfield, IN | May 2014 - Mar 2016 | 1 |
| Charles Schwab Bank | Schaumburg, IL | Feb 2014 - May 2014 | < 1 |
| Charles Schwab & Company,inc | Schaumburg, IL | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- IN
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
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