Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Allan Poage is an active advisor with Avantax Advisory Services in Bloomington, IN. John has been in the industry since January 6, 2008 and has a combined 20+ years of experience in Accounting, Finance and Business Consulting. John also works with Avantax Insurance Agency, LLC and Poage Wealth Management LLC. John offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. John is committed to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IN
12/07/2020 - Present
Avantax Advisory Services (Bloomington IN)
IN
01/09/2020 - 12/17/2020
CFD INVESTMENTS, INC. (Bloomington IN)
IN
03/25/2011 - 04/12/2018
LPL FINANCIAL LLC (BLOOMIMGTON IN)
IN
04/03/2006 - 03/16/2011
THRIVENT INVESTMENT MANAGEMENT INC. (BLOOMINGTON IN)
BOTH
Issued 05/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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