Joseph
Voellm
Prosperity Capital Advisors
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About this Advisor
Joseph Voellm is a chartered financial consultant working out of Avon, Ohio with 5 years of industry experience. Voellm is an advisor for Prosperity Capital Advisors. During their career, the advisor has held roles at Gasaway Investment Advisors, Inc, Texas Tech University, Florida International University, Us Marine Corps and Prosperity Capital Advisors. Voellm has a Series 65 license, certifying them as an investment advisor representative, and can operate in Michigan and Ohio. Prosperity Capital Advisors is a financial advisory business operating out of Westlake, OH. The company has offices in 26 locations and a total of 143 advisors. It manages $2 billion in assets under management between its 7,565 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 7,565 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. Prosperity Capital Advisors provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually vary depending on which service is provided. Fee types billed by Prosperity Capital Advisors likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$1,712,428,969
143
7,565
$226,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Joseph Voellm Work History
Joseph has been registered as a financial advisor for 5 years.*
Prosperity Capital Advisors
Gasaway Investment Advisors, Inc
Texas Tech University
Florida International University
Us Marine Corps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Voellm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity Capital Advisors
Arden, NC
Ft Mitchell, KY
Westlake, OH
Schererville, IN
Westlake, OH
Westlake, OH
Westlake, OH
Newberry, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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