Joseph Toepke
Joseph Toepke is a registered investment advisor at Greenleaf Financial Network, LLC, based in Columbia, MO, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 175 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenleaf Financial Network's advisors offer portfolio management services, charging a fee based on the total value of your investments. The exact fee is negotiated with each client, but the maximum annual fee is 2.20% of all assets. You can end the agreement within five business days for a full refund. After that, you can cancel at any time with written notice, and any unearned fees will be returned to you.
Location
Columbia, MO
Get directionsHistory
Regulatory History (1)
Criminal
June 1999Other Business ActivitiesSells Insurance
Joseph has been an insurance agent selling insurance since 2016. He also served as Vice President of the Board for MOVA until 2019, and is a community member for the Board of Education and Post Adjutant for the American Legion, dedicating minimal time to each.
Employment History
Current Registrations
Greenleaf Financial Network, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations3 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.