John Poage Email & Phone Number
Owner
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John Poage Location
- Bloomington, IN, US
John Poage Work
- Owner @ Poage Wealth Management (January 2020 - Present)
- Owner @ John Poage CPA (January 2003 - Present)
- LPL Financial Advisor @ Old National Investments offered through LPL Financial (March 2011 - April 2018)
- Financial Representative @ (November 2005 - March 2011)
- Adjunct Faculty @ (August 2003 - December 2008)
- CFO @ TLC Supported Living Services (September 2002 - March 2003)
- SEC Accountant @ (October 2000 - September 2002)
- Director of Finance @ Artel Medical of the Americas, LLC (August 1999 - July 2000)
- Senior Staff Accountant @ (July 1997 - August 1999)
- Financial Analyst @ (August 1995 - July 1997)
John Poage Education
- Indiana University Bloomington
Bachelor's degree (Accounting)
1991-1995
John Poage Skills
- Series 7
- Investments
- Finance
- Retirement Planning
- Securities
- Fixed Annuities
- Insurance
- Financial Services
- Bonds
- Equities
- Fixed Income
- Portfolio Management
- Alternative Investments
- Pensions
- Life Insurance
- Estate Planning
- 401k
- Uniform Combined State Law
- Asset Management
- Retirement
- Mutual Funds
- Asset Managment
- Personal Financial Planning
- Variable Annuities
- series 66
- CPA
- ETFs
- Debt Management
- 401k Rollovers
- Structured Products
- Financial Analysis
- FINRA
- Teaching
- Wealth Management
- Customer Service
- Management
- Project Management
- Services
John Poage Summary
- John Poage, based in Bloomington, IN, US, is currently a Owner at Poage Wealth Management. John Poage brings experience from previous roles at John Poage CPA, Old National Investments offered through LPL Financial, Thrivent Financial and Ivy Tech Community College. John Poage holds a 1991 - 1995 Bachelor's degree in Accounting @ Indiana University Bloomington. With a robust skill set that includes Series 7, Investments, Finance, Retirement Planning, Securities and more. John Poage has 1 mobile phone numbers on RocketReach.
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