John Allan Poage

Current Employers

Employment History

• 01/2004 → Present
  John Poage Cpa Pc
  Bloomington, IN
• 03/2011 → 04/2018
  Lpl Financial Llc
  Bloomington, IN
• 01/2020 → 11/2020
  Cfd Investments, Inc.
  Bloomington, IN
• 01/2020 → 11/2020
  Creative Financial Designs, Inc.
  Bloomington, IN
• 12/2020 → 09/2025
  Avantax Investment Services, Inc.
  Bloomington, IN
• 12/2020 → 09/2025
  Avantax Advisory Services
  Bloomington, IN
• 12/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Bloomington, IN
• 01/2020 → Present
  Poage Wealth Management Llc
  Bloomington, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Bloomington, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-12-07 → 2025-09-05
  Avantax Advisory Services
  Bloomington, IN
• 2020-01-09 → 2020-12-17
  Creative Financial Designs, Inc.
  Kokomo, IN
  Bloomington, IN
• 2011-03-25 → 2018-04-12
  Lpl Financial Llc
  Bedford, IN
  Seymour, IN
  Seymour, IN
  Columbus, IN
  Bloomington, IN
  Seymour, IN
  Seymour, IN
  Brownstown, IN
  Brownstown, IN
  Bedford, IN
  Brownstown, IN
• 2006-05-08 → 2011-03-16
  Thrivent Investment Management Inc.
  Fort Wayne, IN
  Bloomington, IN
  Bloomington

Other Businesses

1) Boy Scouts of America~5625 East State Road 46~Bloomington~IN~47401~Other~Other~2/1/2001~8hrs~0hrs~Mentor high school and middle school youth. Merit badge counselor, assist with rank advancement. 2) Poage Wealth Management LLC~4316 E BILL MALLORY BLVD~Bloomington~IN~47401~Other~Other~1/28/2020~120hrs~90hrs~Investments, RIA, Client Meetings, Financial Planning, Tax Planning. All services will be offered through Avantax. 3) John Poage CPA PC~4316 E BILL MALLORY BLVD~Bloomington~IN~47401~Accounting Services/Tax Preparation~Other~1/14/2004~40hrs~10hrs~Prepare tax returns, Business consulting and tax planning for individual and business clients. 4) Faith Lutheran Church~2200 S High St~Bloomington~IN~47401~Other~Other~1/1/2000~15hrs~0hrs~Plan and coordinate Youth Ministry activities, teach sunday school, communicate with Church council about youth group activities.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-06