Joseph Frederick Voellm

Current Employers

Employment History

• 05/2017 → 09/2018
  Gasaway Investment Advisors, Inc.
  Portage, MI
• 05/2015 → 12/2016
  Texas Tech University
  Lubbock, TX
• 12/2016 → 05/2017
  Unemployed
  Lubbock, TX
• 11/2018 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 11/2018 → Present
  Jl Smith Holistic Wealth Management (Dba For Advisory Business)
  Avon, OH

Previous Registrations

• 2017-06-30 → 2018-12-08
  Gasaway Investment Advisors, Inc.
  Kalamazoo, MI

Other Businesses

(1) Fixed Insurance: Joseph Voellm is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to 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. Joseph Voellm spends approx. 10 hrs/week during trading hours on this activity. (2) Joseph Voellm is the Owner of Belleau Wood Properties LLC which holds rental properties. Mr. Voellm spends approximately 5 hours per month on this activity and 0 hours during trading hours. This is not an investment-related activity. (3) Joseph Voellm is the Owner of Belleau Wood Financial LLC which is an entity that collects Mr. Voellm’s insurance payments. Mr. Voellm is involved in this activity approximately 1 hours per month during trading hours. This is not an investment-related activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-30

Designations