Joel Thomas Hanson
Investment adviser representative at Ankerstar Wealth, LLC
10 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$146.1MFirm assets
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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 feeOther
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.
- Ankerstar Wealth, LLCJun 2022 to now
- Bae SystemsAug 2016 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 7 states (AL, AZ, CA, FL, GA, NV, TX).
Ankerstar Wealth, LLC
$146.1MAssets managed
310Clients
6Advisers
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
- 7567351
- Firm CRD
- 170819