Unclaimed Profile

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

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ROCKY MOUNTAIN ADVISERS, LLC

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROCKY MOUNTAIN ADVISERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

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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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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