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.
CRD# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lighthouse Financial & Consulting Services | Springfield, IL | May 1999 - Current | 24 |
- IL
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts202ACCOUNTS
-
Average Account Value$77,324
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, TX
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