Joseph Richard Murphy

Employer firm

Mwm Advisory Group, LLC CRD 310866

$39.4M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 03/2006 → Present
  Joseph Murphy (Sole Proprietor)
  Valparaiso, IN
• 06/2017 → 11/2020
  Avantax Investment Services, Inc.
  Valparaiso, IN
• 06/2017 → 11/2020
  Avantax Insurance Agency, Llc
  Valparaiso, IN
• 03/2017 → Present
  Heartpuppet Dba Murphy Wealth Management
  Valparaiso, IN
• 06/2020 → Present
  Mwm Advisory Group, Llc
  Valparaiso, IN
• 06/2019 → 11/2020
  Avantax Advisory Services
  Valparaiso, IN
• 11/2020 → Present
  Mwm Advisory Group, Llc
  Valparaiso, IN

Previous Registrations

• 2019-06-25 → 2021-05-18
  Avantax Advisory Services
  Valparaiso, IN

Other Businesses

1) Heartpuppet dba Murphy Wealth Management; Not investment related; Valparaiso, IN; Insurance Agency; Start date 03/2017; Approximately 10 hours per month; 10 hours per month during trading hours; Role is CEO; duties include acting as insurance producer/agent of life, health, and annuity policies; 2) Independent Licensed Insurance Agent; Not investment related; 2006; Life, health, annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-08
• S63 Uniform Securities Agent State Law Examination
  2017-10-20

Other Names

• Joseph Murphy
• Joseph Richard Murphy
• Joseph R Murphy