JM
JM

Joe Dennis Murray

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
44 advisors
Number of Clients
2,073 clients
Average Client Portfolio
$303K average
Assets Under Management
$628.7M

Fee Structure

Minimum Investment:$25K
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Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Joe is a proprietor of Eureka Designs, providing resort services, and an agent for Dennis Murray, selling fixed life insurance and annuities. He also operates as a financial advisor under Neighborhood Financial Solutions. The insurance sales and financial advisor roles each take about a quarter of Joe's time, while Eureka Designs takes a few hours per week.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
January 2023 - Present · 3 yrs 1 mo
Cl Wealth Management LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
J. W. Cole Advisors, INC.
September 2019 - December 2022 · 3 yrs 3 mos
J.W. Cole Financial, INC.Broker
September 2019 - December 2022 · 3 yrs 3 mos
Ifs Advisory, LLC
August 2014 - September 2019 · 5 yrs 1 mo
Ifs SecuritiesBroker
November 2012 - September 2019 · 6 yrs 10 mos
Ameriprise Financial Services, INC.
November 1991 - November 2012 · 21 yrs
Ameriprise Financial Services, INC.Broker
October 1991 - November 2012 · 21 yrs 1 mo
Ids Life Insurance CompanyBroker
October 1991 - July 2006 · 14 yrs 9 mos
State Registrations4 states
ARCAMOOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.