Unclaimed Profile

Joel Carter Mcneil

ISTHMUS PARTNERS, LLC·MADISON, Wisconsin

Clean recordISTHMUS PARTNERS, LLC

1 SOUTH PINCKNEY STREET, MADISON, WI 53703CRD# 2185799Firm CRD# 171279

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Carter Mcneil · MADISON, WI

Registration

CRD #2185799 · ISTHMUS PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joel Carter Mcneil is a registered financial advisor based in MADISON, Wisconsin, affiliated with ISTHMUS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ISTHMUS PARTNERS, LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ISTHMUS PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2185799

Firm CRD# 171279

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Carter Mcneil offer?

Joel Carter Mcneil specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Joel Carter Mcneil's credentials?

Joel Carter Mcneil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Carter Mcneil located?

Joel Carter Mcneil is based in MADISON, Wisconsin, working with ISTHMUS PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Joel Carter Mcneil charge for services?

Joel Carter Mcneil'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 ISTHMUS PARTNERS, LLC?

ISTHMUS PARTNERS, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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