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Joel David Slatter

Ignite Planners LLC

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About Joel David Slatter

Joel David Slatter is a financial advisor with Ignite Planners LLC, a firm based in San Clemente, CA. Joel has been in the industry since 2005 and has a wide range of experience. Joel is registered in multiple states, including California, Utah, Colorado, Florida, Idaho, Illinois, Nevada, New York, Oregon, and Texas. He also has extensive experience working with clients across multiple areas, including charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

Joel Slatter is currently registered with Ignite Planners LLC. Ignite Planners LLC is a Registered Investment Advisor (RIA) headquartered in SAN CLEMENTE, CA with a total of 3892 client accounts and approximately $941,775,371 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ignite Planners LLC serves a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds and foreign official institutions.
Ignite Planners LLC

109 E. ESCALONES

SAN CLEMENTE, CA 92672

$941.78M

Assets Under Management

Not reported

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joel Slatter’s Registration & Firm History

CA

09/26/2022 - Present

Ignite Planners LLC (SAN CLEMENTE CA)

UT

02/24/2011 - 06/04/2018

BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)

UT

09/13/2005 - 12/02/2010

EDWARD JONES (ST GEORGE UT)

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Licenses & Designations

BOTH

Issued 03/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel David Slatter.
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