Joel Bobb
Joel Bobb is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Madison, IA, with 26 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1035 Ave H Ste 2, Fort Madison, IA, 52627
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Joel is involved in several business activities, including farming since 2001, financial services through Homestead Financial Ltd. since 2014, and fixed insurance sales as an independent agent since 2009, all taking up a significant amount of his time. He also works as a notary, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations14 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.