Joel Leibengood is a CFP-designated registered investment advisor, based in Milwaukee, WI, with 3 years of industry experience.
Location
9131 W Oklahoma Avenue, Milwaukee, WI, 53227
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
September 2023 - Present · 2 yrs 8 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Mcadam LLC
October 2021 - June 2022 · 8 mos
State Registrations5 states
FLMNTNTXWI
AdvisorBrokerBoth
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
No exam information available for this advisor.