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Joseph Merrell Maas

Synergy Asset Management, LLC

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About Joseph Merrell Maas

Joseph Maas is a financial advisor who has been in the industry for over 30 years. Joseph is currently registered with Synergy Asset Management, LLC and SPG Advisors LLC. Joseph has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Joseph has held licenses in several states and has extensive experience in various financial areas, including investment management, financial planning, and retirement planning.

Firm Information

Joseph Maas is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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signal provider; sub-adviser

Signal provider; sub-adviser

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Maas’s Registration & Firm History

WA

10/04/2001 - Present

Synergy Asset Management, LLC (VANCOUVER WA)

FL

12/05/1997 - 12/31/2003

FSIC (BOCA RATON FL)

MA

08/28/1991 - 01/13/1998

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

08/28/1991 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 02/03/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/1998

Series 4 - Registered Options Principal Examination

BC

Issued 04/22/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/27/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/26/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Merrell Maas.
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