Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Botz is a financial advisor in Eden Prairie, Minnesota. Joel has been in the financial industry for over 22 years. Joel is currently registered with USAdvisors Wealth Management, LLC, and is licensed to provide investment advice in Minnesota. Joel has previously been affiliated with a number of other firms including Securities America, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Woodbury Financial Services, Inc., Ameriprise Financial Services, LLC, Country Capital Management Company, Cetera Investment Services LLC, Guaranty Brokerage Services, Inc., Pruco Securities Corporation, PrimeVest Financial Services, Inc., BancWest Investment Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/25/2021 - Present
Usadvisors Wealth Management, LLC (EDEN PRAIRIE MN)
MN
06/09/2021 - 06/14/2024
SECURITIES AMERICA, INC. (EDEN PRAIRIE MN)
GA
11/23/2020 - 04/05/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/23/2020 - 04/05/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
11/23/2020 - 04/05/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
11/23/2020 - 04/05/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
06/11/2015 - 11/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
07/29/2014 - 04/03/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (ST CLOUD MN)
MN
10/03/2003 - 03/06/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
MN
10/03/2003 - 12/31/2010
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NJ
10/24/2002 - 09/24/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
03/30/2001 - 10/21/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NE
11/05/2001 - 01/30/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
03/30/2001 - 11/01/2001
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
MN
03/07/2000 - 03/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/07/2000 - 03/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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