Best Investors Account Sign in
Inactive

Joseph Dale Clemens

Wisdom Wealth Strategies

Greenwood Village, CO

Claim This Profile
Current Employers
Wisdom Wealth Strategies

7400 East Orchard Road Suite 130, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2014-04-08
  • CO RA
    APPROVED
    Since 2014-04-08

Branch Locations

7400 East Orchard Road Suite 130, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wisdom Wealth Strategies, Llc Denver CO 12/2009 Present
Wisdom Wealth Strategies Tax Denver CO 03/2014 12/2021
  • 12/2009 → Present
    Wisdom Wealth Strategies, Llc
    Denver, CO
  • 03/2014 → 12/2021
    Wisdom Wealth Strategies Tax
    Denver, CO
Previous Registrations
  • 2010-01-29 → 2015-12-31
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Denver, CO
  • 2006-04-11 → 2010-02-08
    National Planning Corporation
    Denver, CO
    Denver, CO
Other Businesses

(1) NOTARY PUBLIC FOR THE STATE OF COLORADO/NOT INVESTMENT RELATED/DENVER, CO/NOTARY/5% OR LESS TIME EACH MONTH/(2) INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/DENVER, CO/SALE OF LIFE & ANNUITY INSURANCE PRODUCTS/5% OR LESS TIME EACH MONTH//(3) 03/2014-PRESENT: ENROLLED AGENT/NOT INVESTMENT RELATED/DENVER, CO/IRS ENROLLED AGENT/TAX PREPARATION/INVOLVES 10% OR LESS TIME EACH MONTH, INCLUDING DURING TRADITIONAL BUSINESS HOURS//(4) ADJUNCT INSTRUCTOR/NOT INVESTMENT RELATED/COLLEGE FOR FINANCIAL PLANNING/GREENWOOD VILLAGE, CO/ACADEMIC INSTRUCTOR/5% OR LESS TIME EACH MONTH, AFTER HOURS.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-28
S63 Uniform Securities Agent State Law Examination 2004-12-20
  • S65 Uniform Investment Adviser Law Examination
    2006-03-28
  • S63 Uniform Securities Agent State Law Examination
    2004-12-20
Designations
Other Names
  • Joseph Clemens
  • Joseph D. Clemens

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor