Unclaimed Profile

Joel Carter Mcneil

ISTHMUS PARTNERS, LLC·MADISON, Wisconsin

Series 7, Series 63, Series 66Clean record26 years registeredISTHMUS 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 · 26 years registered

Brand Profile

Not yet started

Career History

ISTHMUS PARTNERS, LLC

Jun 2014 – present

ROBERT W. BAIRD & CO. INCORPORATED

Oct 2002 – Jun 2014

MADISON, WI

STRONG CAPITAL MANAGEMENT INC

Jun 2000 – Aug 2002

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · June 12, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISTHMUS PARTNERS, LLC

CRD 171279 · SEC 801-79683

AUM

$1.1B

Regulatory assets under management

Employees

1,352 client accounts

Services offered by ISTHMUS PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ISTHMUS PARTNERS, LLC →

Introduction

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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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