JC
Joseph Clemens
from Wisdom Wealth Strategies
Joseph Clemens is a financial advisor based in Colorado, Greenwood Village,
with 20 years of experience. Joseph currently works for
Wisdom Wealth Strategies.
Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Clemens works at Wisdom Wealth Strategies
Wisdom Wealth Strategies is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $108,262,502 of assets under management and employs about 2 people. Wisdom Wealth Strategies uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7400 East Orchard Road, Suite 130, Greenwood Village, Colorado, 80111
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