Joseph Oettel, financial advisor Springfield IL

Joseph Oettel

CRD Number: 5573657
Current Firm: Lighthouse Financial & Consulting Services, LLC

Joseph Oettel (CRD# 5573657) is an Investment Advisor Representative working at Lighthouse Financial & Consulting Services, LLC in Springfield, IL and has 1 year of experience in the finance industry. Joseph Oettel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lighthouse Financial & Consulting Services Springfield, IL May 1999 - Current 24

Joseph Oettel has no recent exams reported.
Contact Info for Joseph S. Oettel
Phone Number: 217-726-0176
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $77,324
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

IL, TX

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