Joseph Charles Godfrey

Current Employers

Employment History

• 06/2009 → 07/2021
  Waddell And Reed, Inc.
  Savage, MN
• 06/2009 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Savage, MN
• 09/2012 → 10/2017
  99 Ways
  Urbandale, IA
• 07/2021 → 02/2022
  Lpl Financial Llc
  Savage, MN
• 02/2022 → Present
  Van Clemens & Co., Inc.
  Minneapolis, MN
• 02/2022 → Present
  Van Clemens Wealth Management
  Minneapolis, MN
• 06/2022 → Present
  Van Clemens Insurance Associates, Llc
  Minneapolis, MN

Previous Registrations

• 2021-12-23 → 2022-02-09
  Lpl Financial Llc
  Savage, MN
• 2021-07-21 → 2021-12-22
  Lpl Financial Llc
  Savage, MN
  Savage, MN
  Savage, MN
  New Freedom, PA
• 2009-06-26 → 2021-07-21
  Waddell & Reed
  Norwalk, IA
  Plymouth, MN
  Savage, MN
  St Paul, MN
  Plymouth, MN
  Duluth, MN
  Rochester, MN
  Sioux Falls, SD
  Savage, MN
  Savage, MN
  New Freedom, PA
• 2008-04-04 → 2009-06-10
  Lpl Financial Llc
  Newton, IA
  Fort Mill, SC
  Newton, IA
  West Des Moines, IA
  West Des Moines, IA
  Johnston, IA
  Ankeny, IA
  West Des Moines, IA
• 2003-03-28 → 2008-04-03
  Cetera Wealth Services, Llc
  Sioux City, IA
  Sioux City, IA
  Le Mars, IA
  South Sioux City, NE
  Newton, IA
  West Des Moines, IA
  Johnston, IA
• 2002-08-28 → 2003-03-28
  Locust Street Securities, Inc.
  Newton, IA

Other Businesses

1) Transformative Financial Partners LLC Position, title, or relationship: President/Owner Start date: 08/2022 Nature of other business: DBA and entity used for tax purposes for independent financial services practice Description of duties: Responsible for the direction and management of the company Address: 13275 Pennsylvania Ave. Savage, MN 55378 Investment-related: Yes Approximate number of hours/month devoted: 1 Number of hours devoted during securities trading hours: 1 2) Whitestone Partners LLC Position, title, or relationship: President/Owner Start date: 02/2015 Nature of other business: DBA and entity used for tax purposes Description of duties: Address: 13275 Pennsylvania Ave. Savage, MN 55378 Investment-related: Yes Approximate number of hours/month devoted: 0 Number of hours devoted during securities trading hours: 0 3) Good Soil Ministries Position, title, or relationship: Board Member, chair & treasurer Start date: 09/2024 Nature of other business: Non-profit ministry Description of duties: Ensure proper oversight and enable the organization to make consistent progress toward its mission. Address: 12250 122nd St. Cologne, MN 55322 Investment-related: No Approximate number of hours/month devoted: 5 Number of hours devoted during securities trading hours: 0 4) Financial Advisor Training Institute Position, title, or relationship: Board Member Start date: 11/25/25 Nature of other business: Non-profit Description of duties: Provide advice to institute, typically meet quarterly Address: 3707 W Maple Rd Suite 101, Bloomfield Hills, MI 48301 Investment-related: No Approximate number of hours/month devoted: 1 Number of hours devoted during securities trading hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-27
• S63 Uniform Securities Agent State Law Examination
  1998-07-21

Other Names

• Joseph Godfrey