Joseph T. Watson

EVEXIA WEALTH

STEVENS POINT, WI 54481

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CRD#: 4710432

Professional summary

Joseph Thomas Watson, CFP® is a registered financial advisor currently at EVEXIA WEALTH, LLC located in Stevens Point, Wisconsin.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joseph has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Fixed insurance--investment related: no-- address:1265 main street suite 105, stevens point WI 54481--fixed/traditional insurance --position: agent-- start date:01/2021--hours/month:4--hours/month during trading hours:4--duties: sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Watson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 5, 2023 - Present

EVEXIA WEALTH, LLC

Office #1: 1265 Main Street Suite 105, Stevens Point, WI 54481

RIA

CRD#: 323788

STEVENS POINT, WI

Past

January 8, 2021 - February 3, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Stevens Point, WI

Past

November 25, 2020 - February 3, 2023

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

Chippewa Falls, WI

Past

October 28, 2003 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

EAU CLAIRE, WI

Past

October 23, 2003 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

EAU CLAIRE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA

Registered Investment Advisory firm - (12/2/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(1/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/1/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/2003

General Securities Representative Examination

Current Firm

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA

Registered Investment Advisory firm - (12/2/2022 Approved)

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Contact information

Main Address

1265 Main Street Suite 105, Stevens Point, WI 54481

Mailing Address

Phone number

(715) 344-9496

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/18/2025)

Regulatory assets under management

Total Number of Accounts	1,379
AUM (Assets Under Management)	$ 329,350,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph T. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Thomas Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

THRIVENT ADVISOR NETWORK, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

EVEXIA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2005

Series 63

Date: 10/27/2003

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/22/2003

Current Firm

EVEXIA WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVEXIA WEALTH, LLC

TRUST BUT VERIFY

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