Joseph Godfrey Email & Phone Number

Saint Paul, Mn, Us

I am a results-driven and visionary leader with a deep passion for accounting and finance. As the President of Van Clemens Accounting Associates, I have had the privilege of shaping the strategic direction of our firm, driving growth, and delivering exceptional value to our clients. I bring a wealth of experience and expertise to the table.Key Highlights:Strategic Leadership: At Van Clemens, I lead a dynamic team of professionals and set the strategic vision for our firm. Our commitment to innovation and client-focused solutions has enabled us to excel in a highly competitive industry.Client-Centric Approach: I firmly believe that our clients' success is our success. I am dedicated to building and nurturing strong client relationships, understanding their unique needs, and ensuring that our firm consistently delivers top-notch accounting and advisory services.Financial Expertise: My background in financial services allows me to effectively manage the financial health of our firm. I am responsible for budgeting, forecasting, and ensuring that our financial goals are not only met but exceeded.Operational Excellence: I am passionate about process optimization and operational efficiency. By streamlining our internal processes and fostering a culture of continuous improvement, we've been able to maximize our operational effectiveness.Talent Development: At Van Clemens, we believe in investing in our people. I am proud to lead a team of dedicated professionals and provide mentorship to help them grow in their careers.

Joseph Godfrey joined Van Clemens Financial as President for Van Clemens Wealth Management, in 2022. Joseph has more than two decades of experience in diverse leadership roles in the financial services industry. At Van Clemens, Joseph will steer the national growth strategy by providing leadership, direction, and an executive vision to ensure alignment with Van Clemens’ financial and strategic goals. As an owner and member of the senior executive team, Joseph will help set the company's strategy moving forward.Additionally, Joseph is responsible for the continued development of the Van Clemens’ Registered Investment Adviser and Insurance Agency, to help our advisors and clients achieve their best results.

Shawnee Mission, Ks, Us

As the Market Director overseeing the offices of Waddell & Reed in Minnesota and the Dakotas, I work to develop a team of field leaders, financial advisors and office staff. Some of my day-to-day activities include:• Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.• Coaching financial advisors as they seek to build efficient, unique and growing practices.• Removing roadblocks that impede field leader and financial advisor success.• Executing frontline supervision, identifying and addressing supervisory issues as needed.• Guiding financial advisors in developing succession strategies as they plan for their own retirement.• Encouraging financial advisors to maintain a balanced approach to business and personal goals.Securities and Investment Advisory Services offered through Waddell & Reed, Inc. (WRI), Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit https://www.waddell.com/disclosures-privacy/terms-and-conditions#Social for additional information on Waddell & Reed’s social media policies.

San Diego, Ca, Us

Us

El Segundo, Ca, Us