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Joel Carter McNeil

Isthmus Partners, LLC

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About Joel Carter McNeil

Joel Carter McNeil is an Investment Advisor Representative associated with Isthmus Partners, LLC. Joel McNeil has been in the financial services industry since 1991. Joel Carter McNeil is licensed in Wisconsin. Joel has a Series 7, Series 63, and Series 66 license. Joel is a CERTIFIED FINANCIAL PLANNER™. Joel is a board member of the SSM/St. Mary's Hospital Foundation, Edgewood College Foundation, and Asset Builders of America.

Firm Information

Joel McNeil is currently registered with Isthmus Partners, LLC. Isthmus Partners, LLC is an investment advisor headquartered in Madison, WI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. They manage approximately $1.1 billion in assets. Isthmus Partners, LLC has a team of 9 investment advisor representatives and is registered with the SEC under the Investment Advisers Act of 1940.
Isthmus Partners, LLC

1 SOUTH PINCKNEY STREET

MADISON, WI 53703

$1.11B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joel McNeil’s Registration & Firm History

WI

06/26/2014 - Present

Isthmus Partners, LLC (MADISON WI)

WI

10/02/2002 - 06/05/2014

ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)

WI

05/17/2000 - 08/09/2002

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

NA

12/20/1991 - 09/26/1994

ROBERT W. BAIRD & CO. INCORPORATED

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Licenses & Designations

BOTH

Issued 05/26/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Carter McNeil.
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