Financial Advisor, Cuso Financial Services, L.P.
Current
Impact Financial Services, Impact Credit Union
Feb 2017 - Present
AeroLeads people directory · profile
Bruce Joseph Email & Phone Number
at
at
Impact Financial Services, Impact Credit Union
1 work email found
@directionscu.org
5 phones found area 419 and 727
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Impact Financial Services, Impact Credit Union
Role
at
Location
Fremont, Ohio, United States
Who is Bruce Joseph? Overview
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Quick answer
Bruce Joseph is listed as at at Impact Financial Services, Impact Credit Union, based in Fremont, Ohio, United States. AeroLeads shows a work email signal at directionscu.org, phone signal with area code 419, 727, and a matched LinkedIn profile for Bruce Joseph.
Bruce Joseph previously worked as Financial Advisor, CUSO Financial Services, L.P. at Impact Financial Services, Impact Credit Union and Financial Advisor at Raymond James Financial, Inc.. Bruce Joseph holds Public Relations from Sam Houston State University.
Company email context
Email format at Impact Financial Services, Impact Credit Union
This section adds company-level context without repeating Bruce Joseph's masked contact details.
{first_initial}{last}@directionscu.org
86% confidence
AeroLeads found 1 current-domain work email signal for Bruce Joseph. Compare company email patterns before reaching out.
Profile bio
About Bruce Joseph
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”),a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Impact Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Listed skills include Financial Advisory, Series 63, Fixed Annuities, Insurance, and 16 others.
Current workplace
Bruce Joseph's current company
Company context helps verify the profile and gives searchers a useful next step.
Impact Financial Services, Impact Credit Union
7 roles
Bruce Joseph work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jan 2016 - Oct 2016
Financial Consultant
Mar 2012 - Sep 2015
High Net Worth Insurance Advisor
Mar 2011 - Apr 2012
Personal Financial Representative
Nov 2010 - Mar 2011
Vice President/Financial Consultant
Pinnacle Capital Management
I help people find money that they may be transferring unknowingly and unnecessarily, and redirect those dollars back to them.
Jan 2009 - Dec 2010
Financial Consultant
Oct 2002 - Feb 2009
1 education record
Bruce Joseph education
FAQ
Frequently asked questions about Bruce Joseph
Quick answers generated from the profile data available on this page.
What company does Bruce Joseph work for?
Bruce Joseph works for Impact Financial Services, Impact Credit Union.
What is Bruce Joseph's role at Impact Financial Services, Impact Credit Union?
Bruce Joseph is listed as at at Impact Financial Services, Impact Credit Union.
What is Bruce Joseph's email address?
AeroLeads has found 1 work email signal at @directionscu.org for Bruce Joseph at Impact Financial Services, Impact Credit Union.
What is Bruce Joseph's phone number?
AeroLeads has found 5 phone signal(s) with area code 419, 727 for Bruce Joseph at Impact Financial Services, Impact Credit Union.
Where is Bruce Joseph based?
Bruce Joseph is based in Fremont, Ohio, United States while working with Impact Financial Services, Impact Credit Union.
What companies has Bruce Joseph worked for?
Bruce Joseph has worked for Impact Financial Services, Impact Credit Union, Raymond James Financial, Inc., Directions Credit Union, Fifth Third Bank, and Allstate Financial.
How can I contact Bruce Joseph?
You can use AeroLeads to view verified contact signals for Bruce Joseph at Impact Financial Services, Impact Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Bruce Joseph attend?
Bruce Joseph holds Public Relations from Sam Houston State University.
What skills is Bruce Joseph known for?
Bruce Joseph is listed with skills including Financial Advisory, Series 63, Fixed Annuities, Insurance, Retirement Planning, Financial Planning, Portfolio Management, and Iras.
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