Joseph
Clagg
Avantax Planning Partners, Inc
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About this Advisor
Joseph Clagg is a financial advisor based in Indianapolis, Indiana, working with Avantax Planning Partners, Inc. Joseph has previously held positions at Legacy Practice Management, Wealth & Pension Services Group, Inc, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Honkamp Krueger Financial Services Inc, Proequities Inc, Avantax Investment Services, Inc, Avantax Insurance Agency And/Or Avantax Insurance Services, and Avantax Planning Partners. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Joseph is part of Avantax Planning Partners, Inc, which operates out of Indianapolis, Indiana. The firm has 108 offices and 248 employees. The firm manages assets totaling $6.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Avantax Planning Partners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Planning Partners, Inc Brokerage Details
$6,377,152,299
248
12,286
$519,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Joseph Clagg Work History
Avantax Investment Services, Inc
Honkamp Krueger Financial Services Inc
Avantax Insurance Agency And/Or Avantax Insurance Services
Avantax Planning Partners
Proequities Inc
Wealth & Pension Services Group, Inc
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Legacy Practice Management
Disclosures
Please visit the SEC profile of Joseph Clagg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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