Joseph Covolo (CRD# 6953206) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Englewood, CO and has over 3 years of experience in the finance industry. Joseph Covolo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Heron Capital | Englewood, CO | Mar 2024 - Current | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Apr 2021 - Mar 2024 | 2 |
| Reynolds And Reynolds | Scottsdale, AZ | Aug 2020 - Mar 2021 | < 1 |
| Real Equity Management | Columbia, MO | Jan 2019 - Jul 2020 | 1 |
| University Of Missouri | Columbia, MO | Aug 2016 - May 2020 | 3 |
| Td Ameritrade | Omaha, NE | May 2018 - Jul 2018 | < 1 |
| Midici | Columbia, MO | Nov 2017 - Apr 2018 | < 1 |
| Scheels | Omaha, NE | Apr 2014 - Aug 2016 | 2 |
| Millard Public Schools | Omaha, NE | Aug 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
- CO
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Total Assets Under Management8,843MILLIONS
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Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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