Joel Walter Looney

Current Employers

Employment History

• 10/2013 → Present
  Rocky Mountain Advisers, Llc
  Salina, KS

Previous Registrations

• 2007-04-23 → 2013-10-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Salina, KS
  Overland Park, KS
• 1999-07-06 → 2007-05-02
  Cetera Advisors Llc
  Salina, KS

Other Businesses

SRH Total Return Fund, Inc. (formerly Boulder Growth & Income Fund, Inc.),1700 Broadway, Suite 1230, Denver, CO 80290,INVESTMENT RELATED-CLOSED END MUTUAL FUND, PRESIDENT SINCE 02/2018, CHAIRMAN OF BOARD AND DIRECTOR SINCE 01/2002,CHAIRMAN OF AUDIT COMMITTEE FROM 1/2002 TO 01/2013, 80 HRS/MO, 80 HRS/MO DURING TRADING HOURS; JL Tax Service, LLC, 2121 E. Crawford Place, Salina, KS 67401, NOT INVESTMENT RELATED,TAX PREPARATION,SINCE 10/2019, FEB-APR 20 HRS/WK, 15 HRS/WEEK DURING TRADING HOURS; PEAK TRUST COMPANY-AK, 3000 A STREET #200, ANCHORAGE, AK 99503, INVESTMENT RELATED,DIRECTOR AND MEMBER OF AUDIT COMMITTEE SINCE 11/2014, 5 HRS/MO, 1-3 HRS/MO DURING TRADING HOURS; PEAK TRUST COMPANY-NV, 1880 E. WARM SPRINGS ROAD #135, LAS VEGAS, NV 89119, INVESTMENT RELATED, DIRECTOR AND MEMBER OF AUDIT COMMITTEE SINCE 06/2016, 5 HRS/MO, 1-3 HR/MO DURING TRADING HOURS; PARALEL TECHNOLOGIES, 1700 Broadway, Suite 1230, Denver, CO, 80290, INVESTMENT RELATED, MEMBER OF ADVISORY BOARD since 2021, 1 HR/MO, 0 HOURS during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-14
• S63 Uniform Securities Agent State Law Examination
  1998-11-09

Designations