Joel Rieck (CRD# 6855088) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Simplicity Wealth, LLC | Summit, NJ | Jun 2019 - Current | 4 |
Northland Financial | Flagstaff, AZ | Dec 2018 - Current | 5 |
Secure Investment Management | Tucson, AZ | Aug 2018 - Mar 2019 | < 1 |
Jd Mellberg Financial | Tucson, AZ | Jun 2018 - Mar 2019 | < 1 |
Verity Asset Management | Durham, NC | Feb 2018 - Jun 2018 | < 1 |
Verity Financial Group | Durham, NC | Feb 2018 - Jun 2018 | < 1 |
Teacher's Pension | Flagstaff, AZ | Feb 2017 - Jun 2018 | 1 |
Encompass More | Flagstaff, AZ | Dec 2017 - Feb 2018 | < 1 |
Insurors Network Ltd | Flagstaff, AZ | Jul 2015 - Jan 2018 | 2 |
Self-employment | Flagstaff, AZ | Jun 2014 - Dec 2017 | 3 |
National Bank Of Arizona | Flagstaff, AZ | Apr 2015 - Jul 2015 | < 1 |
Northland Preparatory Academy | Flagstaff, AZ | Aug 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- AZ
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Total Assets Under Management3,167MILLIONS
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Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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