Joseph Toepke (CRD# 6501576) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Columbia, MO and has over 7 years of experience in the finance industry.
CRD# 2393993
Cetera Investment Advisers LLC
CRD# 3853
Robert A. Almony, Jr. LLC
CRD# 1541281
Baker Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenleaf Financial Network, LLC | Columbia, MO | Feb 2020 - Current | 4 |
| Various Insurance Carriers | Columbia, MO | Feb 2020 - Current | 4 |
| Board Of Education-columbia Public Schools | Columbia, MO | Jul 2014 - Current | 9 |
| American Legion Post 202 | Columbia, MO | Mar 2008 - Current | 16 |
| Various Insurance Carriers For W&r Insurance Agencies | Columbia, MO | Sep 2016 - Feb 2020 | 3 |
| Waddell & Reed Inc. | Jefferson City, MO | Aug 2015 - Feb 2020 | 4 |
| Mova | Jefferson City, MO | Apr 2014 - Jun 2019 | 5 |
| Unemployed | Columbia, MO | Jun 2015 - Aug 2015 | < 1 |
| Mo National Guard | Jefferson City, MO | Aug 2008 - Jun 2015 | 6 |
| Us Army | Jefferson City, MO | Aug 1992 - Jun 2015 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
| S63 | Uniform Securities State Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
- MO
- TX
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Total Assets Under Management86MILLIONS
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Total Number of Accounts290ACCOUNTS
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Average Account Value$294,850
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MD, MO, NJ, PA, TX, VA
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