This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $985.8K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Joel Busboom Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Joel Busboom Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Joel Busboom Financial, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.