Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Anthony Sodemann is an Investment Advisor Representative with Nisa Investment Advisors, LLC. Joseph is registered with the state of Missouri and has been in the industry since 2006. He is also a Chartered Financial Analyst. Joseph specializes in the areas of portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
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2
MO
06/18/2018 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
MO
09/22/2006 - 08/04/2008
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2018
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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