Joel Robert Top

Current Employers

Employment History

• 10/2004 → 02/2019
  Edward Jones
  St Louis, MO
• 02/2019 → 11/2019
  Mutual Securities, Inc.
  Camarillo, CA
• 02/2019 → Present
  Mutual Advisors, Llc.
  Casper, WY
• 08/2024 → Present
  Planwiser Financial
  Colorado Springs, CO

Previous Registrations

• 2019-02-20 → 2024-09-16
  Mutual Advisors, Llc
  Colorado Springs, CO
  Colorado Springs, CO
• 2007-01-25 → 2019-02-27
  Edward Jones
  Colorado Springs, CO

Other Businesses

1. Top Biz, LLC., Start Date: 07/19/2018, 840 Constellation Pl., Colorado Springs, CO 80906, LLC, The LLC owns the property that PlanWiser Financial leases, Property Address 201 E Las Animas St, Ste 101, Colorado Springs, CO 80903, Manager and Trustee of the trustee that is the Sole Member of the LLC, Manage the property owned by the LLC, Investment Related, 1 Hour per month, 0 Hours per day during trading hours. 2. PlanWiser Tax, LLC., Start Date: 07/01/2023, 620 S Cascade Ave., Ste. 300, Colorado Springs, CO 80903, LLC, Manager - Owner, I will manage the operations of the business but not personally perform tax preparation services, Not Investment Related, 40 Hours per month, 2 Hours per day during trading hours. 3. Octagon Reinsurance Company; not-investment related; Start date: 08/2020; 0 hrs/mnth during securities trading hours; 10hrs/mnth outside of securities trading hours; Monument, CO; Captive Insurance Company; Insurance Agent. 4. Octagon Management; Not Investment Related; Start Date 08/2020; 0 hrs/mnth during securities trading hours; 10hrs/mnth outside of securities trading hours; Monument, CO; Holds Assets of Octagon Reinsurance Company.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2004-12-30

Other Names

• Joel Robert Top