Joel Konkel
Joel Konkel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 23 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
One Greenway Plaza, #550, Houston, TX, 77046
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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 President of a tax preparation and planning business, dedicating nearly full-time hours to it. He also offers indexed annuities for purchase, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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