Joseph Stephen Penner
Investment adviser representative at Fireside Capital Advisors
11 yearsExperience
1 stateRegistered in
$236.6MFirm assets
2 yearsFirm in business
Are you Joseph Stephen Penner? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Springvest Wealth Management, LLC dba Fireside Capital AdvisorsJun 2024 to now
- Fireside Capital Advisors, Inc.May 2015 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fireside Capital Advisors
Legal name: Springvest Wealth Management, LLC
$236.6MAssets managed
140Clients
4Advisers
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
- 4373106
- Firm CRD
- 329297