Joseph Verissimo is a registered investment advisor, based in Kokomo, IN, with 17 years of industry experience.
Location
2704 S Goyer Rd, Kokomo, IN, 46902
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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
Joseph is a member of Inspire Impact Group, LLC and CWM Idaho, LLC, and also provides administrative services to advisors. He is also involved in insurance sales, works as a senior financial planner for Christian Wealth Management, teaches a financial peace class, and coaches advisors, dedicating a few hours per week to each of the latter three activities.
Employment History
Current Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Previous Registrations
Foreside Financial Services, LLCBroker
Northern Lights Distributors, LLCBroker
Inspire Investing, LLC
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.