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Joel Walter Looney

ROCKY MOUNTAIN ADVISERS, LLC·SALINA, Kansas
Clean recordROCKY MOUNTAIN ADVISERS, LLC
2121 E. CRAWFORD PLACE, SALINA, KS 67401CRD# 3128830Firm CRD# 148479

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Walter Looney · SALINA, KS
Registration
CRD #3128830 · ROCKY MOUNTAIN ADVISERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Walter Looney is a registered financial advisor based in SALINA, Kansas, affiliated with ROCKY MOUNTAIN ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
ROCKY MOUNTAIN ADVISERS, LLC
AUM
$2.6B
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3128830
Firm CRD# 148479
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Walter Looney offer?
Joel Walter Looney specializes in Financial Planning, Investment Management. Contact their office in SALINA, Kansas for a consultation.
What are Joel Walter Looney's credentials?
Joel Walter Looney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Walter Looney located?
Joel Walter Looney is based in SALINA, Kansas, working with ROCKY MOUNTAIN ADVISERS, LLC. Their office serves clients in the SALINA metropolitan area and surrounding communities.
How does Joel Walter Looney charge for services?
Joel Walter Looney'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 ROCKY MOUNTAIN ADVISERS, LLC?
ROCKY MOUNTAIN ADVISERS, LLC has approximately 10 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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