Joseph Arthur Toepke
Investment adviser representative at Greenleaf Financial Network, LLC
18 yearsExperience
2 statesRegistered in
$123.7MFirm assets
Under 1 yearFirm in business
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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
- Pension consulting
Experience
18 years in the industry.
- Greenleaf Financial Network, LLCFeb 2020 to now
- Various Insurance CarriersFeb 2020 to now
- Board of Education-columbia Public SchoolsJul 2014 to now
- American Legion Post 202Mar 2008 to now
- Various Insurance Carriers for W&r Insurance AgenciesSep 2016 to Feb 2020
- Waddell & Reed IncAug 2015 to Feb 2020
- MovaApr 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Greenleaf Financial Network, LLC
$123.7MAssets managed
189Clients
12Advisers
Under 1 yearIn 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
- 6501576
- Firm CRD
- 284165