Joel Jensen is a registered investment advisor, based in Westlake, OH, with 32 years of industry experience.
Location
24610 Detroit Rd., Suite 210, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is the owner of Wealthplan Partners LLC and Wealthplan Partners Westlake, LLC. He is also an advisory representative of an RIA and an independent insurance agent, dedicating minimal time to selling fixed life insurance.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Equity Services, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.