Joel Wilson
CRD Number: 6326645Current Firm: Thrivent Investment Management Inc.
Compensation Model: Both
CRD# 4498348
Garrett Investment Advisors, LLC
Score
103
CRD# 4280579
Horizons Sustainable Financial Services, Inc.
Score
103
CRD# 1774304
Brooks Financial Planning
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Mar 2015 - Current | 3 |
| Thrivent Investment Management Inc. | Colorado Springs, CO | Oct 2014 - Current | 3 |
| One Challenge International | Colorado Springs, CO | May 2014 - Dec 2014 | < 1 |
| Colorado Springs Christian School | Colorado Springs, CO | Feb 2013 - May 2014 | 1 |
| Mountain Bible Church | Payson, AZ | Dec 2006 - Dec 2012 | 6 |
| Tonto Rim Christian Camp | Payson, AZ | Mar 2004 - Nov 2007 | 3 |
| Compassion International | Colorado Springs, CO | Jul 1995 - Feb 2003 | 7 |
| NavPress | Colorado Springs, CO | Feb 1988 - Jul 1995 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
| S7 | General Securities Representative Examination (GS) | Oct 2015 |
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Total Assets Under Management8,706MILLIONS
-
Total Number of Accounts36,854ACCOUNTS
-
Average Account Value$236,236
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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