Joel Endorf, financial advisor Seward NE
89 score

Joel Endorf

CRD Number: 6228980
Current Firm: H.d. Vest Advisory Services, Inc.

Joel Endorf (CRD# 6228980) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Seward, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Financial Services Seward, NE Nov 2014 - Current 2
Hd Vest Advisory Services Seward, NE Nov 2014 - Current 2
Hd Vest Insurance Agency, Inc. Irving, TX Nov 2014 - Current 2
Concordia University Seward, NE Jan 2012 - Current 4
Principal Life Ins Co Seward, NE Jul 2013 - May 2014 < 1
Princor Financial Services Corp Seward, NE Jul 2013 - May 2014 < 1
Concordia Univ Seward, NE Jun 2008 - Jul 2013 5
Concordia Univ Seward, NE Jan 2006 - May 2008 2
Concordia Univ Seward, NE Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Joel Endorf
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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