Joel Carter Mcneil
Investment adviser representative at Isthmus Partners, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Isthmus Partners, LLCMay 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WI).
Isthmus Partners, LLC
$1.4BAssets managed
381Clients
9Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2185799
- Firm CRD
- 171279