JM
JM

Joseph Richard Murphy

9 Years of Experience
Sells Insurance
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
135 clients
Average Client Portfolio
$156K average
Assets Under Management
$21.0M
Loading...

Location

332 W. Us Hwy 30, Suite B, Valparaiso, IN, 46385

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joseph is the CEO of Heartpuppet dba Murphy Wealth Management, an insurance agency, acting as an insurance producer/agent of life, health, and annuity policies, dedicating a few hours per week to this role. He is also an independent licensed insurance agent since 2006, selling life, health, and annuity products.

Employment History
Current Registrations
Mwm Advisory Group, LLC
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Avantax Advisory Services
June 2019 - May 2021 · 1 yr 11 mos
Avantax Investment Services, INC.Broker
October 2017 - November 2020 · 3 yrs 1 mo
Oneamerica Securities, INC.Broker
January 2002 - February 2003 · 1 yr 1 mo
Il Securities, INC.Broker
November 2001 - January 2002 · 2 mos
Nylife Securities INC.Broker
July 1999 - September 1999 · 2 mos
State Registrations2 states
ILIN
Advisor
Exams
No exam information available for this advisor.
Joseph Richard Murphy - Financial Advisor | TrueAdvisor