Joseph Olheiser (CRD# 4543537) is an Investment Advisor Representative working at Cl Wealth Management LLC in Schaumburg, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Golden Hills Financial Group LLC | Folsom, CA | Dec 2022 - Current | 1 |
| Cl Wealth Management LLC | Mountain View, CA | Oct 2019 - Current | 4 |
| Cabot Lodge Securities LLC | Mountain View, CA | Sep 2019 - Current | 4 |
| Equilife, LLC | San Ramon, CA | Sep 2021 - Mar 2022 | < 1 |
| Rental Property | Eldorado Hills, CA | Nov 2004 - Aug 2020 | 15 |
| Sb Advisory, LLC | Cupertino, CA | Jun 2019 - Jan 2020 | < 1 |
| Ifs Securities | Cupertino, CA | Jun 2019 - Sep 2019 | < 1 |
| Raymond James Financial Services, Inc. | Sunnyvale, CA | Feb 2019 - May 2019 | < 1 |
| Raymond James Financial Services Advisor, Inc. | Sunnyvale, CA | Feb 2019 - May 2019 | < 1 |
| Morgan Stanley | Palo Alto, CA | Apr 2016 - Feb 2019 | 2 |
| Jp Morgan Securities, LLC | Portola Valley, CA | Feb 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
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