Joplin Maycomb weeks Wallace
Investment adviser representative at Mascoma Wealth Management
11 yearsExperience
1 stateRegistered in
$567.8MFirm assets
11 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mascoma Wealth ManagementMar 2022 to now
- UnemployedJun 2021 to Feb 2022
- Mascoma BankNov 2020 to May 2021
- Ledyard National BankAug 2019 to Oct 2020
- Bayson CompanyMay 2018 to Aug 2019
- LeadersupJun 2017 to Sep 2017
- Susquehanna UniversityMay 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VT).
Mascoma Wealth Management
Legal name: Mascoma Wealth Management LLC
$567.8MAssets managed
477Clients
11Advisers
11 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
- 8071671
- Firm CRD
- 174907