Joseph Robert Brummel
Investment adviser representative at Wellth Advisory Services, LLC
16 yearsExperience
4 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Strategic Retirement PartnersAug 2018 to now
- Global Retirement Partners, LLCApr 2019 to Jun 2024
- Kestra Financial Services, Inc.Aug 2018 to Apr 2019
- Wealth Enhancement Advisory Services, LLCMar 2014 to Aug 2018
- LPL Financial, LLCSep 2010 to Aug 2018
- Wealth Enhancement Brokerage ServicesSep 2010 to Aug 2018
- Wealth Enhancement GroupSep 2010 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 4 states (IA, MN, SD, WI).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 2767675
- Firm CRD
- 330537