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Joel Thomas Hanson

Ankerstar Wealth, LLC

Leander, TX

Summerlin, NV

CRD 7567351

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Employer firm

Ankerstar Wealth, LLC CRD 170819

$146M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • PROVIDE PORTFOLIO MODELS FOR SUBSCRIPTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Ankerstar Wealth, Llc

3835 Cr 175, Unit #840, Leander, TX 78641 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-09-05
FL RA APPROVED 2024-08-03
AZ RA APPROVED 2023-08-16
NV RA APPROVED 2023-08-10
AL RA APPROVED 2023-03-02
CA RA APPROVED 2023-01-03
TX RA APPROVED 2022-06-07
  • GA RA
    APPROVED
    Since 2024-09-05
  • FL RA
    APPROVED
    Since 2024-08-03
  • AZ RA
    APPROVED
    Since 2023-08-16
  • NV RA
    APPROVED
    Since 2023-08-10
  • AL RA
    APPROVED
    Since 2023-03-02
  • CA RA
    APPROVED
    Since 2023-01-03
  • TX RA
    APPROVED
    Since 2022-06-07

Branch Locations

3835 Cr 175, Unit #840, Leander, TX 78641 • United States

Summerlin, NV • 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
OrganizationCityStateFromTo
Bae Systems Hill Afb UT 08/2016 06/2022
Ankerstar Wealth, Llc Summerlin NV 06/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-06
  • S65 Uniform Investment Adviser Law Examination
    2021-12-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Nearby Investors

Gregory Mason Rollo
Timothy C Krudwig
David Grant Thompson

Nearby Offices

EDWARD JONES · LEANDER, TX
EDWARD JONES · Cedar Park, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Leander, TX

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