Josef M Warta

Current Employers

Employment History

• 02/2024 → Present
  Southpoint Financial Credit Union Dba Southpoint Investment Serv
  New Ulm, MN
• 12/2019 → 03/2021
  Self-Employed
  New Ulm, MN
• 12/2014 → 12/2019
  River Bend Education District
  New Ulm, MN
• 02/2011 → 06/2018
  Independent School District #88
  New Ulm, MN
• 04/2011 → Present
  New Ulm Country Club
  New Ulm, MN
• 06/2023 → Present
  New Ulm Chamber Of Commerce
  New Ulm, MN
• 01/2024 → 02/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2024 → Present
  August Schell'S Brewing Company
  New Ulm, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2023; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: SOUTHPOINT FINANCIAL CREDIT UNION DBA SOUTHPOINT INVESTMENT SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR WORKING THROUGH CETERA ADVISOR NETWORKS; 3. NAME OF OTHER BUSINESS: NEW ULM COUNTRY CLUB; INVESTMENT RELATED: NO; ADDRESS: NEW ULM, MN 56073; NATURE OF BUSINESS: RESTAURANT/FOOD SERVICE; START DATE: 04/2011; POSITION/TITLE/RELATIONSHIP: BARTENDER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: BARTENDING; 4. NAME OF OTHER BUSINESS: NEW ULM CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: NEW ULM, MN 56073; NATURE OF BUSINESS: CHAMBER OF COMMERCE / LEADERSHIP PROGRAM; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: MEMBER OF THE STEERING COMMITTEE; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: HELP ORGANIZE THE ANNUAL PROGRAM, OVERSEE THE MONTHLY SESSIONS, AND ACCEPT APPLICATIONS AT THE START OF A NEW PROGRAM YEAR; 5. NAME OF OTHER BUSINESS: AUGUST SCHELL'S BREWING COMPANY, INVESTMENT RELATED: NO, ADDRESS: 1860 SCHELL'S ROAD, NEW ULM, MN 56073, NATURE OF BUSINESS: FOOD/DRINK INDUSTRY, START DATE: 06/2024, POSITION/TITLE/RELATIONSHIP: BARTENDER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SERVING BEVERAGES TO PATRONS IN THE BEER HALL; 6. NAME OF OTHER BUSINESS: OUR SAVOIR'S LUTHERAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: 1400 S STATE, NEW ULM, MN 56073; NATURE OF BUSINESS: BOARD; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP KEEP FINANCES FOR THE CHURCH ORGANIZED AND ON BUDGET THROUGHOUT THE YEAR;

Exams

• S66 Uniform Combined State Law Examination
  2024-04-02

Other Names

• Joey Warta