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Joel Robert Top

PLANWISER FINANCIAL, LLC·COLORADO SPRINGS, Colorado
Clean recordPLANWISER FINANCIAL, LLC
620 S CASCADE AVE, COLORADO SPRINGS, CO 80903CRD# 4870706Firm CRD# 331675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Robert Top · COLORADO SPRINGS, CO
Registration
CRD #4870706 · PLANWISER FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Robert Top is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with PLANWISER FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PLANWISER FINANCIAL, LLC
PLANWISER FINANCIAL
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PLANWISER FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4870706
Firm CRD# 331675
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Robert Top offer?
Joel Robert Top specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Joel Robert Top's credentials?
Joel Robert Top is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Robert Top located?
Joel Robert Top is based in COLORADO SPRINGS, Colorado, working with PLANWISER FINANCIAL, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Joel Robert Top charge for services?
Joel Robert Top's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANWISER FINANCIAL, LLC?
PLANWISER FINANCIAL, LLC has approximately 2 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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