Joseph Michael Iafelice

Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2017 → 01/2019
  Northwestern Mutual Investment Services Llc
  Columbus, OH
• 03/2013 → 01/2017
  Classic Cadillac
  Mentor, OH
• 08/2013 → 12/2017
  Otterbein University
  Westerville, OH
• 04/2023 → Present
  Curran Financial Partners, Llc
  Charleston, SC
• 02/2019 → 12/2020
  Heidelberg Distributing
  Columbus, OH
• 12/2020 → 06/2022
  Prince & Izant Company
  Cleveland, OH
• 06/2022 → 04/2023
  Saw Service & Supply, Inc.
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-02

Other Names

• Joe Iafelice
• Joseph M Iafelice