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Joel Walter Looney

ROCKY MOUNTAIN ADVISERS, LLC·SALINA, Kansas
Unclaimed Profile
2121 E. CRAWFORD PLACE, SALINA, KS 67401CRD# 3128830Firm CRD# 148479
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
03

Firm Overview

Firm
ROCKY MOUNTAIN ADVISERS, LLC
AUM
$2.6B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ROCKY MOUNTAIN ADVISERS, LLC →
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
No disclosures on file
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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Other advisors in SALINA
Stephen Carl Miller — ROCKY MOUNTAIN ADVISERS, LLCStewart Ralph Horejsi — ROCKY MOUNTAIN ADVISERS, LLCNicole Larraine Murphey — ROCKY MOUNTAIN ADVISERS, LLCJack Mace Schwartz — IRON STREET RESEARCH, INC.Chad Mitchell Koehn — UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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