Joseph Stephen Yager

Current Employers

Employment History

• 07/2013 → 09/2023
  Sagepoint Financial
  Wichita, KS
• 09/2023 → Present
  Osaic Wealth, Inc.
  Wichita, KS

Previous Registrations

• 2013-12-02 → 2023-09-01
  Osaic Services, Inc.
  Wichita, KS

Other Businesses

1) KIRBY YAGER FINANCIAL GROUP POSITION: DBA NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2015 ADDRESS: 300 West Douglas, Suite 306, Wichita KS 67202 DESCRIPTION: DBA 2) PROTECTIVE LIFE INSURANCE COMPANY POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/20/2024 ADDRESS: PO Box 2606, Birmingham AL 35223, United States DESCRIPTION: Sale of Life Insurance 3) PLYMOUTH CONGREGATIONAL CHURCH POSITION: Board Member NATURE: Not-for-profit Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2025 ADDRESS: 202 North Clifton, Wichita KS 67208, United States DESCRIPTION: Serve as a voting member on the Missions Board, designed to work on identifying Mission programs to fund or raise money and/or awareness for the Church. The selection of programs is forwarded to the Church Board of Trustees for final allocations. I do not have check signing authority. 4) PLYMOUTH ENDOWMENT FUND POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/09/2026 ADDRESS: 202 N Clifton, Wichita KS 67208, United States DESCRIPTION: I conduct their annual meetings and attend on a quarterly basis the two meetings with the investment advisors (UBS and Morgan Stanley). I also vote on the amount that is paid out each year to the Church.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-19