Joseph M. Maddux

COOPER NORMAN WEALTH

IDAHO FALLS, ID 83402

CRD#: 6795128

Some features on this profile are disabled

Professional summary

Joseph Michael Maddux Jr, CFP®, who also goes by Joey Maddux, Joseph Michael Maddux, is a registered financial advisor currently at COOPER NORMAN WEALTH, LLC located in Idaho Falls, Idaho.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joey Maddux | Joseph Michael Maddux

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Maddux Jr's 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

Experience

Current

November 24, 2025 - Present

COOPER NORMAN WEALTH, LLC

Office #1: 1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402

RIA

CRD#: 337275

IDAHO FALLS, ID

Past

July 31, 2018 - December 16, 2022

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Vancouver, WA

Past

January 16, 2018 - December 16, 2022

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Vancouver, WA

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

Colorado
(3/5/2026)

IAR

Idaho
(11/24/2025)

IAR

Utah
(5/8/2026)

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 66

Date: 2/1/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2018

General Securities Representative Examination

Current Firm

COOPER NORMAN WEALTH, LLC

CRD#: 337275 / SEC#:

Idaho

Registered Investment Advisory firm - (11/24/2025 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1000 Riverwalk Drive Suite 100, Idaho Falls, ID 83402

Mailing Address

Phone number

(208) 523-0862

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Dean Phillips

LPL FINANCIAL LLC

IAR

Vero Beach, FL

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Brandon Hendricks

HORTER INVESTMENT MANAGEMENT, LLC

IAR

Columbus, OH

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph M. Maddux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Maddux Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOPER NORMAN WEALTH, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/1/2018

SIE

Date: 10/1/2018

Series 7

Date: 1/16/2018

Current Firm

COOPER NORMAN WEALTH, LLC

Contact information

Documents

Red Flags

Company Information

COOPER NORMAN WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors