Joseph Overfield

Current Employers

Employment History

• 11/2022 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 04/2015 → Present
  Intelliplan Financial (D.b.a. For Advisory Business)
  Gahanna, OH

Other Businesses

1) Joseph Overfield is a licensed insurance agent conducting business from his registered location. In this capacity, he 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, he may receive other compensation such as fixed life trails. Mr. Overfield spends approx. 40 hrs/week during trading hours on this activity. 2) Joseph Overfield owns rental property. Mr. Overfield spends roughly 2 hours per month on this activity during non-trading hours. This is a non-investment related activity. 3) Joseph Overfield works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Overfield conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars and no compensation from AFEA is received. Mr. Overfield spends approximately 5 hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. 4) Joseph Overfield is the Owner of Intelliplan Financial, LLC which is the operating entity for Mr. Overfield's advisory and insurance business and the dba he uses to promote his advisory business. Mr. Overfield spends approximately forty hours per week during trading hours working under this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-14