Joseph Thomas Wiegand

Current Employers

Employment History

• 09/1997 → 03/2021
  Village Green Apartments
  Angola, IN
• 03/2009 → Present
  Lifetime Financial Solutions
  Angola, IN
• 08/2014 → 03/2021
  Concorde Asset Management
  Troy, MI
• 08/2014 → 03/2021
  Concorde Investment Services
  Troy, MI

Previous Registrations

• 2014-08-01 → 2021-03-16
  Concorde Asset Management, Llc
  Angola, IN
  Ann Arbor, MI
• 2011-04-18 → 2014-08-04
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2014-02-10 → 2014-02-11
  David R. Kern Asset Management
  Huntertown, IN
• 2009-03-26 → 2010-12-31
  Cetera Wealth Services, Llc
  Fort Wayne, IN
  El Segundo, CA
  Angola, IN
• 2004-06-28 → 2009-04-07
  Shelton Financial Group, Inc.
  Fort Wayne, IN
• 2003-05-06 → 2005-10-17
  Blue Vase Securities, Llc
  Fort Wayne, IN

Other Businesses

1) LIFETIME FINANCIAL SOLUTIONS, LLC, 1220 N 200 W, Suite B Angola, IN 46703. Investment Related. DBA FOR SECURITIES BUSINESS. START DATE 03/2009. UP TO 20-40 HOURS PER WEEK (80 -160 HOURS PER MONTH). SALES AND SERVICE AT CERTAIN TIMES OF THE YEAR. 2) APPLE TREE FINANCIAL SERVICES, INC - TAX & RETIREMENT PLANNING IS NON SECURITES RELATED AND STARTED IN FEB 2012. ASSISTS IN TAX PREPARATION, DEVOTES UP TO 160 HRS PER MONTH; 160 HRS DURING MARKET HRS. DURING TAX SEASON. AFTER APRIL 15TH IT IS NOT A SUBSTANTIAL AMOUNT OF TIME.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-28