3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joel operates under the DBA Summit Investment Advisors for his LPL business since 2013. He also works as a registered investment advisor with Summit Investment Advisory Services, dedicating about 10-20% of his time to this role.