Joel Looney is a CFP-designated registered investment advisor at Rocky Mountain Advisers, LLC, based in Salina, KS, with 26 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SRH Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.00% to 2.00%. The specific fee is determined based on factors like the complexity of your situation and the amount you invest. Fees are billed quarterly, based on the average daily balance of your account. The firm may negotiate fees or waive them entirely.
Location
2121 E. Crawford Place, Salina, KS, 67401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joel is the President, Chairman of the Board, and Director for SRH Total Return Fund, Inc. He also provides tax preparation services through JL Tax Service, LLC, serves as a Director and Audit Committee member for Peak Trust Company in both Alaska and Nevada, and is a member of the advisory board for Paralel Technologies.
Employment History
Current Registrations
Rocky Mountain Advisers, LLC
Previous Registrations
Vsr Advisory Services
Multi-Financial Securities Corporation
State Registrations2 states
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