Joseph Earl Uppleger

Employer firm

Safe Future Wealth Partners LLC CRD 315459

$10.2M regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → 05/2023
  Aegis Wealth Management, Inc.
  Novi, MI
• 07/2018 → 03/2021
  Dk Security
  Grand Rapids, MI
• 09/2013 → 05/2019
  Cvs Health
  Hamburg, MI
• 02/2022 → Present
  Safe Future Wealth Partners
  Novi, MI
• 06/2021 → 02/2022
  Amazon Flex
  Pinckney, MI
• 03/2021 → 02/2022
  Doordash
  Pinckney, MI
• 09/2022 → Present
  Safe Future Wealth Partners Llc
  Novi, MI

Previous Registrations

• 2022-09-22 → 2023-05-08
  Aegis Wealth Management, Inc.
  Novi, MI
  Guthrie Center, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-02