Joel Robert Top
PresidentPlanwiser Financial, LLCCRD 4870706
About Joel Robert Top
Joel Robert Top is listed as President at Planwiser Financial, LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Planwiser Financial, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel Robert Top work?
Joel Robert Top is listed as President at Planwiser Financial, LLC on SEC Form ADV.
How much of Planwiser Financial, LLC does Joel Robert Top own?
Form ADV reports a beneficial ownership band of Over 75%.
Planwiser Financial, LLC
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |