Joseph H Coffman

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Greenwood, IN
• 09/2023 → Present
  Osaic Wealth, Inc.
  Greenwood, IN

Previous Registrations

• 2010-03-12 → 2023-09-01
  Osaic Services, Inc.
  Indianapolis, IN
  Greenwood, IN
  Greenwood, IN

Other Businesses

1) SMJ REALTY LLC POSITION: CFO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/23/2019 ADDRESS: 1266 Lincoln Park Blvd, Greenwood IN 46142, United States DESCRIPTION: own an office building with other partners and pay bills 2) COFFMAN WEALTH MANAGEMENT POSITION: Owner - NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2009 ADDRESS: 1266 Lincoln Park Blvd, Greenwood IN 46142, United States DESCRIPTION: offering fixed insurance products to clients, individual health insurance, variable annuities, offering EIA 3) COFFMAN WEALTH MANAGEMENT POSITION: Owner - NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 1266 Lincoln Park Blvd, Greenwood IN 46142, United States DESCRIPTION: Very little business with Health Insurance, just offer if needed by clients 4) JHC FINANCIAL SERVICES INC. POSITION: OWNER NATURE: S Corp for business purposes INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2013 ADDRESS: 1266 Lincoln Park Blvd, Greenwood IN 46142, United States DESCRIPTION: OWNER

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-02
• S63 Uniform Securities Agent State Law Examination
  2005-10-26