John Poage is a registered investment advisor, based in Bloomington, IN, with 18 years of industry experience.
Location
Bloomington, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John mentors youth through the Boy Scouts, works at Poage Wealth Management LLC, and prepares taxes through John Poage CPA PC. He also coordinates youth activities at Faith Lutheran Church and sells annuities through Avantax Insurance Agency, LLC, dedicating about a quarter of his time to annuity sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
LPL Financial LLC
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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