Joseph Dale Clemens
Investment adviser representative at Wisdom Wealth Strategies
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$190.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wisdom Wealth Strategies, LLCDec 2009 to now
- Wisdom Wealth Strategies TaxMar 2014 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CO).
Wisdom Wealth Strategies
Legal name: Wisdom Wealth Strategies, LLC
$190.5MAssets managed
219Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4877222
- Firm CRD
- 170230