This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-06-2021
- Office Locations
- 1
Office Locations
About Joel Busboom Financial, LLC
Joel Busboom Financial, LLC is a Tennessee-registered RIA serving DIY investors entering the distribution/retirement phase. The firm provides financial planning plus selection of an external investment manager (or index-based portfolios) in a wrap-fee arrangement, emphasizing its Buckets Strategy to fund spending needs, manage taxes, and stay invested through volatility. Portfolios are largely equity/ETF-oriented, and the practice is led by a former Army Reserve lieutenant colonel.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Joel Busboom
Chief Compliance Officer, Investment Advisor
- CRD
- #7196921
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,829,573 | -- |
| Total | $11,829,573 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,829,573
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $998,349,086 | 16.7% |
| Equity - OTC | $1,279,321,583 | 21.4% |
| Cash | $1,703,769,398 | 28.5% |
| Municipal Bonds | $1,996,698,173 | 33.4% |
| Total | $5,978,138,240 | 100.0% |