Joel Revak, financial advisor Eau Claire WI
93 score

Joel Revak

CRD Number: 5606725
Current Firm: Invest Financial Corporation

Joel Revak (CRD# 5606725) is an Investment Advisor Representative working at Invest Financial Corporation in Eau Claire, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financail Corporation Eau Claire, WI Mar 2014 - Current 2
Thrivent Financial For Lutherans Appleton, WI Dec 2008 - Feb 2014 5
Thrivent Investment Management Inc. Eau Claire, WI Oct 2008 - Feb 2014 5
General Beverage Sales Co Onalaska, WI Jan 2008 - Dec 2008 < 1
Wells Fargo Financial Eau Claire, WI Jun 2007 - Dec 2007 < 1
Micon Cinemas Chippewa Falls, WI Jun 2004 - May 2007 2
University Of Wisconsin Stout, WI Sep 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Joel N. Revak
Phone Number: (813) 880-5300
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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