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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Koerner is an Investment Advisor Representative associated with Natural Investments, a firm based in Louisville, KY. Joel is registered in Kentucky and has been active in the industry since December 2014. Natural Investments serves individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. The firm specializes in financial planning, portfolio management for individuals, and conducting educational seminars. They also offer selection of other advisors and accept clients on a project, hourly, or retainer basis. Joel Koerner is licensed as a registered investment adviser.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Financl plng fees either on a project, hourly or retainer basis
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KY
09/25/2017 - Present
Natural Investments (Louisville KY)
IA
Issued 09/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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