Joel Looney, financial advisor Salina KS
96 score

Joel Looney

CRD Number: 3128830
Current Firm: Rocky Mountain Advisers, LLC

Joel Looney (CRD# 3128830) is an Investment Advisor Representative working at Rocky Mountain Advisers, LLC in Salina, KS and has over 19 years of experience in the finance industry. Joel Looney 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
Rocky Mountain Advisers, LLC Salina, KS Oct 2013 - Current 4
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2013 6
Vsr Financial Services, Inc. Overland Park, KS Apr 2007 - Sep 2013 6
The Financial Management Group Salina, KS Apr 2007 - Sep 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Joel W. Looney
Phone Number: 303-444-5483
Registered State(s):
  • AZ
  • CO
  • IL
  • KS
  • MD
  • MO
  • OH
  • TX
  • FL
  • GA
  • MT
  • SC
By the Numbers
  • Total Assets Under Management
    1,267
    MILLIONS
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $6,811,277
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ, CO, FL, GA, IL, KS, MD, MO, MT, OH, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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