Joel Propst (CRD# 2029338) is an Investment Advisor Representative working at Onedigital Investment Advisors in Grand Junction, CO and has over 31 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Wealthsource Partners, LLC | Grand Junction, CO | Jun 2023 - Current | < 1 |
| Legacy Estate Consultants, Llc D/b/a Legacy Wealth Advisors | Grand Junction, CO | Jun 2023 - Current | < 1 |
| Fortune Financial Services, Inc. | Monaca, PA | Jan 2018 - Current | 6 |
| Wealthsource Partners, LLC | Wheat Ridge (1/18-7/22); Northglenn (7/22-6/23), CO | Jan 2018 - Jun 2023 | 5 |
| Legacy Estate Consultants, Llc D/b/a Legacy Wealth Advisors | Wheat Ridge (4/08-7/22); Northglenn (7/22-6/23), CO | Apr 2008 - Jun 2023 | 15 |
| Raymond James Financial Services Advisors, Inc. | Wheat Ridge, CO | Jan 2009 - Dec 2017 | 8 |
| Raymond James Financial Services, Inc. | Wheat Ridge, CO | Apr 2007 - Dec 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- TX
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Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
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