Joel
Reimer
Sound Stewardship, LLC
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About this Advisor
Joel Reimer is a certified financial planner working out of Overland Park, Kansas with a total of 10 years of industry experience. Reimer is an advisor for Sound Stewardship, LLC. During their career, the advisor has held roles at Riley County Ems, Powercat Financial Counseling and Sound Stewardship, LLC. Reimer holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Iowa, Kansas, Louisiana, Missouri, Nebraska and Texas. Sound Stewardship, LLC is an advisory firm headquartered in Overland Park, KS. It handles $189 million in total assets between its 904 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 904 accounts, 59% belong to high-net-worth investors who have at least $1 million in assets. Sound Stewardship, LLC performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees are based on which services the firm provides the client. Fee types charged by Sound Stewardship, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sound Stewardship, LLC Brokerage Details
$188,956,057
8
904
$209,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joel Reimer Work History
Joel has been registered as a financial advisor for 10 years.*
Sound Stewardship, LLC
Powercat Financial Counseling
Riley County Ems
*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 Reimer 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 Sound Stewardship, LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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.
