Joel David Malick

Current Employers

Employment History

• 03/2007 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 02/2007 → 07/2023
  Strategic Financial Partners
  Colorado Springs, CO
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Colorado Springs, CO
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2020 → Present
  Everoak Wealth Co
  Colorado Springs, CO
• 02/2007 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN

Previous Registrations

• 2007-03-15 → 2023-08-10
  Securian Financial Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO
  St. Paul, MN
• 2004-10-13 → 2007-03-13
  Hornor, Townsend & Kent, Llc
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1. AUTHOR/PODCASTER/SPEAKER POSITION: Owner NATURE: Author/Podcaster/Speaker INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/17/2019 ADDRESS: 1574 Oakmont Dr, Colorado Springs CO 80921, United States DESCRIPTION: Afterwork was re-released by Aspire Press on May 2nd, 2023. Our podcast was released on May 1st, 2023, and currently features one episode per month. Speaking engagements are not a frequent occurrence, maybe once per quarter. We do not address financial topics. The goal is to help people focus on the non-financial side of planning for a purposeful life afterwork. 2. NAME OF OTHER BUSINESS: CROSSFIRE MINISTRIES; INVESTMENT RELATED: NO; ADDRESS: 3975 N ACADEMY BLVD, COLORADO SPRINGS, CO 80917; NATURE OF BUSINESS: BOARD; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RUN BOARD MEETINGS, LEAD STRATEGY DISCUSSION AND PRESENT FUTURE VISION AND DISCUSSION ITEMS FOR THE BOARD. HELP DEVELOP AND OVERSEE BUDGET PROCESS; 3. NAME OF OTHER BUSINESS: EVEROAK WEALTH CO; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2020, POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: EVEROAK FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OF FOUNDATION ASSETS AND DETERMINING WHAT CAUSES, ORGANIZATIONS WILL GET CONTRIBUTIONS; 5. NAME OF OTHER BUSINESS: CENTER FOR STRATEGIC MINISTRY; INVESTMENT RELATED: NO; ADDRESS: 10807 NEW ALLEGIANCE DR. COLORADO SPRINGS, CO 80921; NATURE OF BUSINESS: NON PROFIT; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: .01; APX NUMBER OF HOURS DURING TRADING HOURS: .01; BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY MEETING AND PROVIDE GUIDANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-09
• S63 Uniform Securities Agent State Law Examination
  2001-05-18