Joel Robert Top
Investment adviser representative at Planwiser Financial
22 yearsExperience
2 statesRegistered in
$169.1MFirm 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
Experience
22 years in the industry.
- Planwiser FinancialAug 2024 to now
- Mutual Advisors, LLC.Feb 2019 to now
- Mutual Securities, Inc.Feb 2019 to Nov 2019
- Edward JonesOct 2004 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Planwiser Financial
Legal name: Planwiser Financial, LLC
$169.1MAssets managed
224Clients
3Advisers
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
- 4870706
- Firm CRD
- 331675