Joelle Nies, financial advisor Kennewick WA

Joelle Nies

CRD Number: 5408509
Current Firm: Cornerstone Wealth Strategies, Inc.

Joelle Nies (CRD# 5408509) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Wealth Strategies, Inc. Kennewick, WA Oct 2018 - Current 5
Lpl Financial, LLC Kennewick, WA Jul 2015 - Current 8
Financial Advocates Investment Management Kennewick, WA Sep 2015 - Dec 2018 3
Various Insurance Carriers For W&r Insurance Agencies Pasco, WA Sep 2010 - Jul 2015 4
Waddell & Reed Inc. Kennewick, WA Jan 2009 - Jul 2015 6
Matthew Riesenweber Kennewick, WA Jan 2009 - Jul 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Joelle E. Nies
Phone Number: 509-396-0588
Registered State(s):
  • MT
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,007
    MILLIONS
  • Total Number of Accounts
    1,090
    ACCOUNTS
  • Average Account Value
    $924,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, HI, ID, MT, OR, TX, UT, WA

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