Joseph Andrew Warner
Investment adviser representative at Allvet Financial
12 yearsExperience
1 stateRegistered in
$1.3MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Allvet Financial LLCOct 2025 to now
- Dr. Meredith Jones, LLCOct 2025 to now
- Data Center Inc.Jan 2025 to Sep 2025
- VericastAug 2024 to Jan 2025
- Data Center Inc.Oct 2019 to Aug 2024
- Heartland Credit UnionMay 2018 to Oct 2019
- Briggs Auto GroupJan 2018 to May 2018
- At&tSep 2016 to Dec 2017
- Kansas State UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Allvet Financial
Legal name: Allvet Financial LLC
$1.3MAssets managed
117Clients
2Advisers
Under 1 yearIn 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
- 6635392
- Firm CRD
- 336247