Vice President, Financial Planner
Joseph John, a University of Nebraska – Kearney graduate, has over 25 years experience in the financial services industry. Joe is one of the principals of Marcotte and serves on the Board of Directors. Joe works with his clients on a one-on-one basis by providing personalized, fee-based financial planning and wealth management services. Joe has earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC) designations. Joe is a Registered Investment Advisor (RIA), and is licensed in Life, Health and Annuities Insurance and FINRA Series 6, 63 and 65 registrations. He is a Qualifying and Life member of the Million Dollar Round Table.
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of: AZ | CA | CO | FL | IA | ME | MO | MS | NE | OK | SD | TX | UT Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Marcotte Wealth Management, LLC and Cambridge are not affiliated companies. © Marcotte Insurance Agency, Inc.