Joseph Mastej (CRD# 6742336) is an Investment Advisor Representative working at Atis in Highland, IN and has over 6 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 1338669
William Blair & Company LLC
CRD# 6076403
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atis, Inc. | Highland, IN | Sep 2016 - Current | 7 |
| None | Highland, IN | Sep 2006 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- IL
- IN
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$321,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, IN
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