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Joseph Edward Vesey

Clark Wealth Strategies, Inc

Apple Valley, MN

Omaha, NE

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Current Employers
Clark Wealth Strategies, Inc

1918 N. 203Rd Street Suite 100, Omaha, NE 68022 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-04
TX RA APPROVED_RES 2024-01-03
MN RA APPROVED 2021-11-19
  • FL RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED_RES
    Since 2024-01-03
  • MN RA
    APPROVED
    Since 2021-11-19

Branch Locations

Apple Valley, MN • United States

1918 N. 203Rd Street Suite 100, Omaha, NE 68022 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First American Exchange Company Minneapolis MN 04/2018 Present
Chicago Title Insurance Company Minneapolis MN 12/2016 04/2018
Unemployed Minneapolis MN 04/2016 12/2016
  • 04/2018 → Present
    First American Exchange Company
    Minneapolis, MN
  • 12/2016 → 04/2018
    Chicago Title Insurance Company
    Minneapolis, MN
  • 04/2016 → 12/2016
    Unemployed
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-03
  • S65 Uniform Investment Adviser Law Examination
    2021-07-03

View on SEC IAPD

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