Joel Tremmel, financial advisor Atlanta GA

Joel Tremmel

CRD Number: 1917977
Current Firm: Wellspring Planning Group LLC

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.

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Professional Designations
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
Contact Info for Joel S. Tremmel
Phone Number: 404-924-4005
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

GA, TX

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