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131 S Water Street, Liberty, MO 64068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-02 |
| KS | RA | APPROVED | 2019-10-03 |
| MO | RA | APPROVED | 2019-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mobank Private Wealth | Kansas City | MO | 02/2011 | 09/2018 |
| Open Road Wealth Management | Kansas City | MO | 10/2018 | 05/2019 |
| White Sand Wealth Management Llc | Kearney | MO | 05/2019 | Present |
Joel Huet is a council member at the Children's Mercy Hospital Planned Giving Council where he conducts quarterly meetings with members of the hospital. This activity accounts for up to 1 hour per month. Non-Investment related. Joel Huet is a current member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). These are industry trade organizations memberships that may account for up to 1 hour per month of Joel's time. Non-Investment Related.
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