JB
CFP
JB
CFP
Joseph Bloodgood is a CFP-designated registered investment advisor, based in Eden Prairie, MN, with 17 years of industry experience.
Location
11095 Viking Drive #500, Eden Prairie, MN, 55344
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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 a manager at Boulay Insurance Solutions, dealing with fixed insurance products. He spends his time on optional fixed insurance and receives a salary, with no client involvement.
Employment History
Current Registrations
Valmark Securities, INC.Broker
February 2015 - Present · 11 yrs 2 mos
Valmark Advisers, INC.
February 2015 - Present · 11 yrs 2 mos
Boulay Wealth
August 2014 - Present · 11 yrs 8 mos
Previous Registrations
1st Global Capital CORP.Broker
January 2014 - February 2015 · 1 yr 1 mo
1st Global Advisors INC
January 2014 - August 2014 · 7 mos
John Hancock Distributors LLCBroker
June 2008 - December 2013 · 5 yrs 6 mos
State Registrations19 states
AZCACODCFLGAHIIAILINMNNDNYOHSDTNTXVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.