Joel David Slatter
Investment adviser representative at Ignite Planners LLC
15 yearsExperience
2 statesRegistered in
$1.1BFirm assets
8 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Ignite Planners LLCSep 2022 to now
- Purshe Kaplan Sterling InvestmentsMar 2020 to now
- AmazonDec 2019 to Feb 2020
- Foresight Wealth Management, LLCJun 2018 to Sep 2022
- Bruce A. Lefavi Annuities, Inc dba Lefavi Wealth ManagementFeb 2011 to Jun 2018
- Bruce A. Lefavi Securities, Inc.Feb 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
Ignite Planners LLC
$1.1BAssets managed
4,610Clients
25Advisers
8 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
- 4737214
- Firm CRD
- 289797