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Joel Erik Bengds

MONEYWISE INC·FOREST, Virginia
Unclaimed Profile
1563 CROSSINGS CENTRE DRIVE, FOREST, VA 24551-4744CRD# 5096901Firm CRD# 105103
01

About

Joel Erik Bengds is a registered financial advisor based in FOREST, Virginia, affiliated with MONEYWISE INC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
MONEYWISE INC
HSC WEALTH ADVISORS
AUM
$358M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at MONEYWISE INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5096901
Firm CRD# 105103
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Erik Bengds offer?
Joel Erik Bengds specializes in Financial Planning, Investment Management. Contact their office in FOREST, Virginia for a consultation.
What are Joel Erik Bengds's credentials?
Joel Erik Bengds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Erik Bengds located?
Joel Erik Bengds is based in FOREST, Virginia, working with MONEYWISE INC. Their office serves clients in the FOREST metropolitan area and surrounding communities.
How does Joel Erik Bengds charge for services?
Joel Erik Bengds's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONEYWISE INC?
MONEYWISE INC has approximately 8 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FOREST
Rick Allen Huff — MONEYWISE INCBrian Raymond Carlton — MONEYWISE INCJustin Miles Victor — MONEYWISE INCJoseph Dixon Eskridge — MONEYWISE INCAdrienne Yost Hart — WELLINGS CAPITAL MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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