Inactive

Joel Dean Yaeger

Compound Wealth, Advisory And Tax LLC

Claim This Profile

Current Employers

Compound Wealth, Advisory And Tax Llc

204 Moravian Valley Road Suite G, Waunakee, WI 53597 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-07-28

WI RA
APPROVED

Since 2025-07-28

Branch Locations

204 Moravian Valley Road Suite G, Waunakee, WI 53597 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Compound Wealth, Advisory And Tax Llc	Madison	WI	07/2025	Present
Yaeger Advisory Services And Tax, Llc	Madison	WI	10/2024	Present
Octopi Brewing Llc	Waunakee	WI	06/2019	10/2024
Baker Tilly	Madison	WI	12/2016	06/2019
Sva Certified Public Accountants S.C.	Madison	WI	01/2015	12/2016

07/2025 → Present

Compound Wealth, Advisory And Tax Llc

Madison, WI
10/2024 → Present

Yaeger Advisory Services And Tax, Llc

Madison, WI
06/2019 → 10/2024

Octopi Brewing Llc

Waunakee, WI
12/2016 → 06/2019

Baker Tilly

Madison, WI
01/2015 → 12/2016

Sva Certified Public Accountants S.C.

Madison, WI

Other Businesses

YAEGER ADVISORY SERVICES AND TAX, LLC MADISON WI FOUNDER AND CEO NOT INVESTMENT RELATED SINCE 10/2024

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-23

S65 Uniform Investment Adviser Law Examination

2025-06-23

View on SEC IAPD

More in Waunakee, WI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor