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EDUCATION

  • Truman State University

ACCREDITATIONS

  • Certified Financial Planner™

PERSONAL INTERESTS

  • Golf
  • St. Louis Cardinals
  • Attempting to stay in shape

Joseph D. Stock, CFP®

Managing Partner | Private Wealth Advisor

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Joe is a Co-Founder and Managing Partner at Lake Street. He began his financial services career in 2012, with a core focus on developing relationships with businesses to manage corporate retirement plans. He has been closely involved with onboarding and day-to-day responsibilities for more than 200 retirement plans, including both private and publicly traded companies.

In his role as Director of Retirement Planning, Joe assembles a comprehensive offering of service providers ranging from the record-keeper to the payroll vendor. He performs ongoing due diligence on the investment menu offered as a 3(21) fiduciary and creates financial education programs for his client companies. He has been invited to speak at educational seminars across the country on various financial planning topics.

Prior to co-founding Lake Street, Joe worked at Merrill with one of the largest institutional wealth management teams in the Midwest. He played collegiate golf and earned dual bachelor’s degrees in finance and economics from Truman State University. Joe holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

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Joseph D. Stock, CFP®

Managing Partner | Private Wealth Advisor

LinkedIn ProfileEmail

Joe is a Co-Founder and Managing Partner at Lake Street. He began his financial services career in 2012, with a core focus on developing relationships with businesses to manage corporate retirement plans. He has been closely involved with onboarding and day-to-day responsibilities for more than 200 retirement plans, including both private and publicly traded companies.

In his role as Director of Retirement Planning, Joe assembles a comprehensive offering of service providers ranging from the record-keeper to the payroll vendor. He performs ongoing due diligence on the investment menu offered as a 3(21) fiduciary and creates financial education programs for his client companies. He has been invited to speak at educational seminars across the country on various financial planning topics.

Prior to co-founding Lake Street, Joe worked at Merrill with one of the largest institutional wealth management teams in the Midwest. He played collegiate golf and earned dual bachelor’s degrees in finance and economics from Truman State University. Joe holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S.

EDUCATION

  • Truman State University

ACCREDITATIONS

  • Certified Financial Planner™

PERSONAL INTERESTS

  • Golf
  • St. Louis Cardinals
  • Attempting to stay in shape

Back To Team

Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Advisory services are offered through Lake Street Financial, LLC (“Lake Street”), an SEC Registered Investment Adviser.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA / SIPC, headquartered at 80 State St, Albany, NY 12207. Purshe Kaplan Sterling Investments and Lake Street are not affiliated companies.

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