Joel Servatius (CRD# 2605870) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Harbor, WA and has over 28 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 1360876
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Whidbey Ink | Oak Harber, WA | Jan 2014 - Current | 10 |
| Transamerica Financial Advisors, Inc. | Oak Harbor, WA | Jan 2012 - Current | 12 |
| Wfg | Oak Harbor, WA | Jun 2001 - Current | 22 |
| Joel Servatius & Associates | Oak Harbor, WA | Oct 2000 - Current | 23 |
| Joel Servatius & Associates | Oak Harbor, WA | Oct 2000 - Current | 23 |
| Greater Oak Harbor Chamber Of Commerce | Oak Harbor, WA | Feb 2015 - Dec 2021 | 6 |
| Oak Harbor City Council Position | Oak Harbor, WA | Feb 2012 - Dec 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- WA
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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