Joel Van Essen (CRD# 6265662) is an Investment Advisor Representative working at City Different Investments in Santa Fe, NM and has over 10 years of experience in the finance industry.
CRD# 2908751
Cetera Investment Advisers LLC
CRD# 2603603
Thornburg Investment Management Inc.
CRD# 2843680
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City Different Investments | Santa Fe, NM | Jul 2021 - Current | 2 |
| Duke University | Durham, NC | Jun 2019 - Jun 2021 | 2 |
| Personal Capital | Denver, CO | Oct 2017 - Jun 2019 | 1 |
| Personal Capital Advisors Corporation | Denver, CO | Nov 2016 - Jun 2019 | 2 |
| Unemployed | Denver, CO | Sep 2016 - Nov 2016 | < 1 |
| Fidelity Brokerage Services, LLC | Greenwood Village, CO | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- NM
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$1,259,178
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, MA, NJ, NM, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.