Joel Zapf is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 18 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Four Financial Center, 4525 Painters Mill Road, Owings Mills, MD, 21117
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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 Activities
Joel owns a single-family rental property in Baltimore, MD, since April 2019. The property is managed by a property manager, and Joel spends minimal time on it.
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
T. Rowe Price Investment Services, INC.
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Spire Wealth Management, LLC
Spire Securities, LLCBroker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations53 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.
Exams
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