Joel Wilson, financial advisor Colorado Springs CO
95 score

Joel Wilson

CRD Number: 6326645
Current Firm: Thrivent Investment Management Inc.
Compensation Model: Both
Joel Wilson (CRD# 6326645) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Colorado Springs, CO and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Thrivent Financial Appleton, WI Mar 2015 - Current 1
Thrivent Investment Management Inc. Colorado Springs, CO Oct 2014 - Current 2
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
Contact Info for Joel D. Wilson
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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