Joel David Bennett
Investment adviser representative at Expand Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$113.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Expand Financial Group, LLCAug 2020 to now
- Corsicana Independent School DistrictJun 2019 to May 2022
- Burleson Independent School DistrictJul 2018 to Jun 2019
- Wise Health SystemMar 2016 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Expand Financial Group, LLC
$113.5MAssets managed
320Clients
6Advisers
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
- 7400354
- Firm CRD
- 293160