Joel
Bennett
Mount Yale Investment Advisors, LLC
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About this Advisor
Joel Bennett is a financial advisor who works out of Denver, Colorado. Bennett works at Mount Yale Investment Advisors, LLC. During their career, the advisor has held roles at Smartx Advisory Solutions, Finfolio, Q3 Asset Management Corporation, Cardea Capital Advisors, Atlas Capital Management, Mount Yale Investment Advisors, LLC, Eqis Capital Management and Flexible Plan Investments. Bennett has Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Michigan. Mount Yale Investment Advisors, LLC is a financial advisory business that has its headquarters in Denver, CO. The firm has offices in two locations and a total of 39 advisors. It manages $2 billion in total assets between its 3,110 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 3,110 accounts, 93% belong to high-net-worth individuals who have more than $1 million in investable assets. Mount Yale Investment Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees are based on the services offered. However, fees billed by Mount Yale Investment Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mount Yale Investment Advisors, LLC Brokerage Details
$1,862,454,467
39
3,110
$598,860
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joel Bennett Work History
Joel has been registered as a financial advisor for 0 years.*
Mount Yale Investment Advisors, LLC
Cardea Capital Advisors
Atlas Capital Management
Finfolio
Q3 Asset Management Corporation
Flexible Plan Investments
Smartx Advisory Solutions
Eqis Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mount Yale Investment Advisors, LLC
Denver, CO
Minneapolis, MN
Minneapolis, MN
Denver, CO
Denver, CO
Denver, CO
Minneapolis, MN
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
