Joseph Globensky, RFC®
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As a Financial Advisor with our firm, Joe’s primary goal is to help clients make more informed decisions to better their financial lives. Joe has been passionate about investing since the age of twelve, when he began following the market and tracking would-be investments. This early interest developed into a lifelong calling; he has been active in the financial services industry for the past two—and—a—half decades. Today, his knowledge and experience guides clients and their families to implement customized retirement strategies through objective investment advice and honest, personable relationships.
Known for his natural ability to explain hard-to-understand concepts, his thorough account preparation and research, and a knack for a good joke, Joe puts clients at ease as they work together to help manage assets. Before joining Connections Financial Advisors, Joe cofounded Level Four Group in Plano, Texas. He also served as a consultant to several of the largest CPA firms in the country. Prior to that, he was a manager at broker/dealer 1st Global and he spent three years at H.D. Vest Financial Services working in operations as a trader, as well as partnering with a registered representative to develop a financial services practice.
In 2014, Joe sold his share of Level Four Group in a buy-out, because “while I liked being a business owner, I truly loved working directly with clients and helping them pursue their dreams.” With Joe at Connections Financial Advisors, you can get a clear picture of where you need to head financially and how you’re going to get there. And, if you want some fun, test his sports knowledge; having grown up in Chicago, Joe’s a lifelong Cubs fan, but after 25 years in Texas, the Rangers might have stolen his baseball-loving heart.
Education & Experience
M.S. in Finance from Texas A&M University; B.A. in Finance from Michigan State University
Registered Financial Consultant (RFC®) certification by the International Association of Registered Financial Consultants.
Holds Series 7 and Series 63 securities registrations with LPL Financial as a registered representative and the Series 65 registration with Level Four® Advisory Services as an investment advisor representative.
Licensed for Life and Health Insurance and Variable Contracts in 12 states.
Awards, Achievements & Personal Interests
Awarded the IARFC Ethics Approved Seal for adherence to their Code of Ethics for financial advisors, 2017 & 2018.
LPL Financial’s Freedom Club award, 2018 and Director’s Club award, 2016 based on annual production.
Resides in Frisco, Texas, with his wife Jennifer and their two children.
Enjoys sports—baseball and football, in particular—and raising his family’s two shelter dogs.
As experienced independent financial advisors, our aim is to help plan for your financial future and make your life a little easier.
604 N Union St Ste 1
Lincoln, IL 62656
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