Joseph M Norton

Current Employers

Employment History

• 06/2016 → 11/2020
  Bankers Life Securities Inc
  Spokane, WA
• 12/2013 → 11/2020
  Bankers Life & Casualty Co.
  Lees Summit, MO
• 11/2020 → 12/2023
  Woodbury Financial Services Inc
  Unversity Place, WA
• 11/2023 → 04/2026
  Principal Life Insurance
  Seattle, WA
• 11/2023 → 04/2026
  Princpal Securities
  Seattle, WA
• 03/2024 → 04/2026
  Wisdom Planning Center
  Port Orchard, WA
• 04/2026 → Present
  Lpl Financial, Llc
  Jonesboro, GA
• 04/2026 → Present
  Capital And Planning
  Jonesboro, GA

Previous Registrations

• 2024-01-06 → 2026-04-23
  Principal Securities, Inc.
  Port Orchard, WA
  Seattle, WA
  Atlanta, GA
• 2020-11-05 → 2024-01-05
  Woodbury Financial Services, Inc.
  University Place, WA
• 2016-09-12 → 2020-11-05
  Bankers Life Advisory Services, Inc.
  Kennewick, WA
  Chicago, IL
  Lee's Summit, MO
  Riverside, MO

Other Businesses

1) 2026-04-20 - Wisdom Planning Center - Non-Variable Insurance - Y - at reported business location(s) - 2026-04-13 - 10hrs/mth - 5hrs/mth during trading 2) 2026-04-20 - Joseph Norton - Non-Variable Insurance - Y - at reported business location(s) - 2026-04-13 - 10hrs/mth - 5hrs/mth during trading 3) 2026-04-20 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Capital and Planning - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-13 - 160hrs/mth - 80hrs/mth during trading 4) 2026-05-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - (Hybrid) Capital and Planning - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2026-04-13 - 160hrs/mth - 80hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-09-08

Other Names

• Joe Michael Norton
• Joseph Michael Norton
• Joseph Norton