Invested Better
Invested Better

Joel Phillip Dettwiler

Verified

Verified

Cetera Investment Advisers LLC

Specializations
Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Use our Financial Advisor Match Tool to find your ideal match.

About Joel Phillip Dettwiler

Hello! I am the Founder, Financial Planner, and Special Needs Consultant at Quantum Group Planners, where I dedicate my efforts to specialize in special needs planning and personal financial planning. Both of these areas are crucial yet often underserved, and I find immense fulfillment in addressing these gaps. People with disabilities and the “unseen people" in our lives are some of the most giving and loyal individuals, and I feel fortunate to surround myself with them every day. Before venturing into financial services, where I’ve practiced the last nine years, I spent over fifteen years working as a college football coach at UW-La Crosse, Wartburg College, and UW-Platteville. My educational background includes a BS in Engineering obtained in 1995, an MS in Engineering in 1999, and an MS in Education in 2002. Over the course of my career, I have also earned the Series 7 & 66 securities licenses and the ChSNC designation in 2019. What I enjoy most about my job is finding solutions that not only save people money but also empower them to make informed financial decisions. Helping special needs families navigate the tools and rules available to them is particularly rewarding. I firmly believe that the greatest values I can offer my clients are the work ethic and the effort needed to teach them how to design and run their own financial plans successfully. Originally from Oregon, WI, I now reside in La Crosse, WI with my wonderful wife, Kristen, and our two teenage daughters, Ava and Lilly. Outside the office, I am actively involved in various organizations, having served as a former board member with the Downs Syndrome Association, La Crosse Autism Foundation, La Crosse Disability Action Network, and the Coulee Region CCOT Groups. In my free time, I love coaching my daughters in sports like volleyball, basketball, and track. Spending quality time with family and friends on the Mississippi River is a cherished pastime. Whether in my professional life or personal pursuits, I am committed to making a positive impact on the lives of those around me.

Firm Information

Joel Dettwiler is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joel Dettwiler’s Registration & Firm History

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)

Not sure if Joel Phillip Dettwiler is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Phillip Dettwiler.
Not sure if Joel Phillip Dettwiler is right for you?