Joseph Voellm (CRD# 6798748) is an Investment Advisor Representative working at Prosperity Capital Advisors in Avon, OH and has over 6 years of experience in the finance industry.
CRD# 5480573
Voya Financial Advisors, Inc.
CRD# 2493801
Lincoln Investment
CRD# 6347040
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Capital Advisors | Westlake, OH | Nov 2018 - Current | 5 |
| Gasaway Investment Advisors, Inc. | Portage, MI | May 2017 - Sep 2018 | 1 |
| Unemployed | Lubbock, TX | Dec 2016 - May 2017 | < 1 |
| Texas Tech University | Lubbock, TX | May 2015 - Dec 2016 | 1 |
| Florida International University | Miami, FL | Jul 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- MI
- OH
-
Total Assets Under Management2,245MILLIONS
-
Total Number of Accounts9,396ACCOUNTS
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Average Account Value$238,964
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA
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