Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Matthew Risenhoover is a financial advisor at Kestra Advisory Services, LLC, with 22 years of experience in the industry. Joel holds Series 63, 66, and 7 licenses and has also passed the Securities Industry Essentials (SIE) Exam. Joel is licensed to provide financial advice in California, Colorado, Kansas, Louisiana, Oklahoma, and Texas. Joel works with individuals, high-net-worth individuals, corporations, and other businesses. Joel provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Joel's firm, Kestra Advisory Services, LLC, is a registered investment adviser with over 140,000 clients and manages over $48 billion in assets.
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.
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.
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.
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TX
03/13/2017 - Present
Kestra Advisory Services, LLC (Ft Worth TX)
TX
06/16/2009 - 03/14/2017
LPL FINANCIAL LLC (DUNCANVILLE TX)
TX
06/15/2001 - 06/17/2009
CUNA BROKERAGE SERVICES, INC. (DUNCANVILLE TX)
MO
02/29/2000 - 06/11/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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