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Joel Lee Karpinski

Karpinski Financial, LLC

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About Joel Lee Karpinski

Joel Karpinski is a financial advisor with over 20 years of experience in the industry. He is currently registered with the state of Arizona as a registered investment advisor representative. Joel is also registered in Texas and Wisconsin. Joel has worked in the financial services industry since 2001 and has experience with investment companies, insurance companies, charitable organizations, high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses. Joel is registered with Karpinski Financial, LLC which is a firm based in Scottsdale, Arizona. Joel offers financial planning, portfolio management for individuals, and other investment related services.

Firm Information

Joel Karpinski is currently registered with Karpinski Financial, LLC. Karpinski Financial, LLC is an investment advisor with 1 licensed agent and 1 investment advisor representative. They manage approximately $60,741,704 in assets for 177 clients. They provide financial planning and portfolio management services for individuals, including high-net-worth individuals.

$60.74M

Assets Under Management

Not reported

Total Clients

1

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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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 Karpinski’s Registration & Firm History

AZ

03/29/2022 - Present

Karpinski Financial, LLC (SCOTTSDALE AZ)

AZ

01/27/2012 - 12/31/2016

PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)

AZ

08/20/2008 - 01/27/2012

SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)

AZ

03/12/2003 - 08/19/2008

SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)

MO

11/20/2001 - 01/27/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 09/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joel Lee Karpinski. Review regulatory record here.
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