Joanna R Habegger

Current Employers

Employment History

• 03/2014 → 06/2021
  Financial Resource Advisors, Llc
  Greenwood, IN
• 12/2014 → 09/2018
  Securities Service Network, Llc
  Greenwood, IN
• 09/2018 → 08/2025
  Silver Oak Securities, Inc.
  Jackson, TN
• 07/2019 → 03/2022
  Carelio, Llc
  Indianapolis, IN
• 04/2021 → Present
  Invite Wealth Management, Llc (D.b.a. For Advisory Business)
  Carmel, IN
• 01/2022 → Present
  Outsourced General Counsel, Llc
  Indianapolis, IN
• 08/2025 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 01/2016 → 09/2018
  Securities Service Network Advisory, Inc.
  Greenwood, IN

Previous Registrations

• 2018-09-21 → 2025-08-11
  Silver Oak Securities, Incorporated
  Martinsville, IN
  Jackson, TN
  Jackson, TN
  Carmel, IN
• 2021-07-13 → 2023-03-31
  Invite Wealth Management
  Indianapolis, IN
• 2016-01-26 → 2018-09-20
  Ssn Advisory, Inc.
  Greenwood, IN

Other Businesses

1. Ms. Habegger is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Ms. Habegger spends approx. 10 hrs/week during trading hours on this activity 2. Joanna Habegger is the owner of Invite Wealth Management which is the operating entity for Ms. Habegger's advisory and insurance business. Ms. Habegger spends approximately forty hours per week during trading hours working under this entity. 3. Joanna Habegger works for the law firm Outsourced General Counsel, LLC. It is not investment related, 5351 E Thompson Rd, #298, Indianapolis, IN 46237, law firm, Administrative position, start date = 1/1/2022, 10-15 hours per month, 2-3 hours per month during trading, providing administrative support related to benefits administration and bookkeeping.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-29

Other Names

• Joanna R Yeftich
• Joanna R Tingley
• Joanna Habegger