Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M

Fee Structure

Minimum Investment:None
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Location

155 Dow Street, Suite 301, Manchester, NH, 03101

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Joel works as a musician and DJ, performing at concerts and weddings since 2019. He dedicates about 10-20% of his time to this activity outside of trading hours.

Employment History
Current Registrations
Kinetic Investment Management, INC.
August 2025 - Present · 6 mos
Previous Registrations
Arcadia Wealth Management, LLC
November 2024 - July 2025 · 8 mos
Northwestern Mutual Investment Services,llc
May 2024 - October 2024 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 2024 - October 2024 · 5 mos
Commonwealth Financial NetworkBroker
December 2023 - March 2024 · 3 mos
State Registrations1 state
NH
Advisor
Exams
No exam information available for this advisor.