Joel Johnson (CRD# 4331414) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holland, MI and has over 22 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farpointe Wealth Advisors ; | Holland, MI | Mar 2023 - Current | 1 |
| : Farpointe Financial Services LLC | Holland, MI | Nov 2022 - Current | 1 |
| Buursma Agency | Holland, MI | Jul 2016 - Current | 7 |
| Delong & Brower Financial Services, LLC | Holland, MI | Jul 2014 - Current | 9 |
| Delong & Brower, P.c. | Holland, MI | Feb 2014 - Current | 10 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Feb 2014 - Current | 10 |
| Cetera Investment Advisors LLC | Schaumburg, IL | Feb 2014 - Current | 10 |
| Crown Financial Ministries | Lawrenceville, GA | Jan 2013 - Current | 11 |
| Joe Johnson & Associates | Zeeland, MI | Sep 2006 - Current | 17 |
| Evening Star Capital | Holland, MI | Jan 2013 - Sep 2015 | 2 |
| Pro Player Services | Conifer, CO | Jan 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- MI
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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, WY
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