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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Robert Chmiel is a financial advisor with Creative Planning, a firm that has been in business since 2004. Joseph has been a registered investment advisor since 2022 and has a strong background in the financial services industry. Joseph holds a Series 63, Series 65, Series 7 and Series 6 licenses. Joseph specializes in financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and pension consulting.
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
IL
09/04/2022 - Present
Creative Planning (Chicago IL)
NY
07/01/2019 - 05/17/2022
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
01/04/2017 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IL
01/11/2002 - 01/04/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CHICAGO IL)
IL
10/29/1998 - 08/10/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 09/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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