Joel Tremmel (CRD# 1917977) is an Investment Advisor Representative working at Wellspring Planning Group LLC in Atlanta, GA and has over 28 years of experience in the finance industry. Joel Tremmel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Securities LLC | Atlanta, GA | Jul 2020 - Current | 3 |
Wellspring Planning Group | Atlanta, GA | Dec 2016 - Current | 7 |
Wellspring Associates | Atlanta, GA | Apr 2000 - Current | 23 |
The Leaders Group Inc. | Littleton, CO | Apr 2016 - Jun 2020 | 4 |
Lpl Financial LLC | Atlanta, GA | Sep 2009 - Apr 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- GA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Other
GA, TX
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