Joseph Starkey Hagler

Current Employers

Employment History

• 10/2001 → Present
  Hagler Financial Services
  Orange, CA
• 11/2013 → Present
  Selective Insurance Services
  Orange, CA
• 09/2014 → 09/2017
  Voya Financial Advisors
  Orange, CA
• 10/2017 → Present
  Osaic Wealth, Inc.
  Orange, CA

Previous Registrations

• 2004-01-01 → 2017-10-02
  Voya Financial Advisors, Inc.
  San Diego, CA
  Orange, CA
• 2002-07-24 → 2004-01-01
  Locust Street Securities, Inc.
  Orange, CA

Other Businesses

1) NWF ADVISORY SERVICES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 10/25/2017 ADDRESS: 11835 West Olympic Blvd., Suite 1155 East, Los Angeles CA 90064, United States DESCRIPTION: I develop and implement financial plans covering accumulation and distribution strategies using 3rd party and advisor managed programs. Oversee retirement and 401k plans on behalf of plan sponsors. Provide participant education. Develop spending, investment& gift policies for non-profits. Develop and implement investment programs for non-profit clients using 3rd party money managers and advisor managed programs. Develop cash management programs for individual and business clients. 2) HAGLER FINANCIAL SERVICES POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2008 ADDRESS: 1420 E Chapman Ave, Orange CA 92866, United States DESCRIPTION: Financial Advisor 3) INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2005 ADDRESS: 1420 E Chapman Ave, Orange CA 92866, United States DESCRIPTION: Insurance agent 4) CAP-LURES WEST POSITION: Regional Representative NATURE: Sole Proprietorship. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2023 ADDRESS: 1420 E Chapman Ave, Orange CA 92866, United States DESCRIPTION: To represent CAP-Lures within the western region. CAP - Lures are the name of the product I will be representing. This is a patented fresh water fishing lure. There is a standard lure and a 360 version. Company, sport teams, and wildlife images are reflected on the lures. While I do not promote the products on a website, the company, CAP-Lures, does have a website for the products. The website address is:https://caplures.com 5) ARTISANCAP DBA POSITION: Financial Professional NATURE: Artisancap is a DBA under / powered by NWF Advisory Group LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 05/13/2025 ADDRESS: 1420 E Chapman Ave, Orange CA 92866, United States DESCRIPTION: I am a financial professional marketing myself under the DBA Artisancap in addition to Hagler Financial Services

Exams

• S66 Uniform Combined State Law Examination
  2002-07-02
• S63 Uniform Securities Agent State Law Examination
  1999-12-07
• S65 Uniform Investment Adviser Law Examination
  1995-11-06

Other Names

• Joe Hagler
• Joseph Hagler