President & CcoPlanwiser Financial, LLCCRD 4870706
About Joel Robert Top
Joel Robert Top is listed as President & Cco 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 & Cco 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%.