Joel Phillip Dettwiler

Current Employers

Employment History

• 05/2016 → 03/2017
  Metlife Securities
  La Crosse, WI
• 07/2016 → 03/2020
  Massachusetts Mutual Life Insurance Company
  La Crosse, WI
• 03/2017 → 03/2020
  Mml Investors Services, Llc
  La Crosse, WI
• 03/2020 → 05/2021
  Voya Financial Advisors, Inc.
  Lacrosse, WI
• 05/2021 → 12/2024
  Commonwealth Financial Network
  Waltham, MA
• 08/2019 → Present
  Quantum Group Snp, Llc
  Onalaska, WI
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2021-05-14 → 2025-01-14
  Commonwealth Financial Network
  Onalaska, WI
• 2020-03-04 → 2021-05-18
  Voya Financial Advisors, Inc.
  Brooklyn Park, MN
  Lacrosse, WI
• 2017-03-25 → 2020-03-04
  Mml Investors Services, Llc
  La Crosse, WI
• 2016-10-31 → 2017-03-25
  Msi Financial Services, Inc.
  La Crosse, WI

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OBUSINESS: FIXED INSURANCE; START DATE: 06/2016; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2;POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CLINPRESSED, LLC; INVESTMENT RELATED: NO; ADDRESS: ROCHESTER, MN 55902; NATURE OF BUSINESS: NONPROFIT ORGANIZATION; START DATE: 02/2022;POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTIODUTIES: ASSIST WITH YEAR END FINANCIAL REPORTS; 3. NAME OF OTHER BUSINESS: NORTHSIDE VOLLEYBALL CLUB; INVESTMENT RELATED: NO; ADDRESS: LA CROWI 54601 NATURE OF BUSINESS: VOLLEYBALL CLUB; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: CLUB DIRECTOR; APX NUMBER OF HOURS PER WEEK: NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ORGANIZE A GIRLS VOLLEYBALL TEAM - PLAYER ASSIGNMENT PER AGE GRREGISTER FOR TOURNAMENTS, SCHEDULE PRACTICES, ASSIGN COACHES; 4. NAME OF OTHER BUSINESS: QUANTUM GROUP SNP, LLC; INVESTMENT RELATED: NO;ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SPECIAL NEEDS PLANNING SERVICES FOR INDIVIDUALS OR FAMILIES WITH DISABILITY PLANNINEEDS; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: FOUNDER, OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADHOURS: 10; BRIEF DESCRIPTION OF DUTIES: SPECIAL NEEDS PLANNING SERVICES - LEGAL CONSULTATION FOR SNT, LETTERS OF INTENT, GOVERNMENT BENEFITSACCOUNTS, MEDICAID AND MEDICARE QUALIFICATION; 5. NAME OF OTHER BUSINESS: QUANTUM GROUP PLANNERS; INVESTMENT RELATED: YES; ADDRESS: SAMREGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING AND CONSULTING SERVICES; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: FOUNOWNER; APX NUMBER OF HOURS PER WEEK: 70; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING SEESTATE PLANNING, INVESTMENT SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2016-09-26

Other Names

• Joel Dettwiler