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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 Konkel is a financial advisor registered with Avantax Advisory Services. Joel Konkel's professional experience includes previous roles at AXA Advisors, LLC and Joel Konkel, CPA. Joel Konkel has been in the industry since May 6, 2002. Joel Konkel holds licenses in the following states: Minnesota, New York, North Carolina, Texas, and Wisconsin. The main focus of Joel Konkel's practice is providing financial planning and investment advice to individuals, businesses, and pension plans. The firm's primary business model is based on a percentage of assets and fixed fees. Joel Konkel also offers other services including financial planning seminars, solicitor referral services to third-party investment managers, and participant enrollment meetings.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/03/2003 - Present
Avantax Advisory Services (HOUSTON TX)
NY
12/12/2001 - 08/09/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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