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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 Phillip Dettwiler is an investment advisor representative at Cetera Investment Advisers LLC. Joel has been in the financial services industry since 2016. Joel has passed the Series 66, Series 7, and SIE exams. Joel is licensed to provide investment advice in Arizona, California, Colorado, Iowa, Michigan, Minnesota, and Wisconsin. Joel also holds an investment advisor license in Wisconsin. In addition to providing investment advice, Joel also provides fixed insurance through various companies, special needs planning services through Quantum Group SNP, LLC, and financial planning and consulting services through Quantum Group Planners.
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.
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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2
WI
01/13/2025 - Present
Cetera Investment Advisers LLC (ONALASKA WI)
WI
03/03/2020 - 05/18/2021
VOYA FINANCIAL ADVISORS, INC. (LaCrosse WI)
WI
03/25/2017 - 03/04/2020
MML INVESTORS SERVICES, LLC (La Crosse WI)
WI
08/22/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (La Crosse WI)
BOTH
Issued 09/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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