JOEL S. TREMMEL
WELLSPRING PLANNING GROUP LLC | SENIOR FINANCIAL PLANNING CONSULTANT
Atlanta, GA 30345
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CRD#: 1917977
Professional summary
JOEL SHELBURN TREMMEL, CFP® is a registered financial advisor currently at WELLSPRING PLANNING GROUP LLC located in Atlanta, Georgia and HIGHTOWER SECURITIES, LLC located in Chicago, Illinois.
JOEL is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. JOEL has worked at 11 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
Joel is a Senior Financial Planning Consultant at Wellspring Associates. He employs more than 40 years of demonstrated success in marketing, client relations, planning and management to assist the firm’s clients in achieving their goals. Joel works in partnership with Wellspring Associates advisors to evaluate and create plan designs utilizing estate, tax and business succession strategies.
Joel earned a Bachelor of Arts in Business Administration at the University of South Florida. He has held the Certified Financial Planner® designation for over 35 years. Prior to joining Wellspring Associates, Joel worked with a subsidiary of a global financial services company as a personal financial planner.
A native of Altoona, Pennsylvania, Joel lived in St. Petersburg, Florida for 27 years prior to relocating to the Atlanta area. He was raised by loving parents who lived through World War II and instilled a sense of appreciation for the work and sacrifice of others. Joel has dedicated himself to a commitment of individual responsibility and service, regularly contributing to the Wounded Warrior Project, Disabled American Veterans Charity, the Atlanta Community Food Bank, and various pet charities.
Joel and his wife, Mary Ann, now live in Lawrenceville, Georgia. Their son, Ryan, graduated from Georgia State University Summa Cum Laude. In his free time, Joel enjoys the outdoors and home remodeling projects. He prides himself in being technologically and mechanically inclined.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) WELLSPRING PLANNING GROUP LLC - 12/5/2016 - 2200 Century Pkwy Blvd NE, Atlanta, GA 30345 - Investment Advisor Representative, case design manager - analyze client documents and create visual representations, registered investment advisor, Not Invt Rel, 85 hrs/mo;85 hrs/mo (during trading hours).
2.) WELLSPRING ASSOCIATES - 6/10/2015 - 2200 Century Pkwy, Suite 750, Atlanta, GA 30345 - Case Design Manager, life insurance audits and proposals, (dba for ILG First Meridian LLC-12/2004 & First Meridian Inc-4/2000), Not Invt Rel, 85 hrs/mo;85 hrs/mo (during trading hours).
3.) NOTARY - 8/14/2014 - Atlanta, GA - Notary, notarize documents for existing clients and company associates., notarize documents for existing clients and company associates, Not Invt Rel, .5 hrs/mo;.5 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view JOEL SHELBURN TREMMEL's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 7, 2016 - Present
WELLSPRING PLANNING GROUP LLC
Office #1: 2200 Century Parkway Suite 500, Atlanta, GA 30345RIA
CRD#: 283593
Atlanta, GA
Current
July 1, 2020 - Present
HIGHTOWER SECURITIES, LLC
Office #1: 200 West Madison Street Suite 2500, Chicago, IL 60606BD
CRD#: 116681
Chicago, IL
Past
April 28, 2016 - June 30, 2020
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
September 8, 2009 - December 31, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
ATLANTA, GA
Past
September 8, 2009 - May 4, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
ATLANTA, GA
Past
February 2, 2007 - September 8, 2009
ASSOCIATED SECURITIES CORP.
RIA
CRD#: 12969
ATLANTA, GA
Past
June 7, 2004 - January 31, 2007
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
RIA
CRD#: 104790
ATLANTA, GA
Past
May 28, 2004 - September 8, 2009
ASSOCIATED SECURITIES CORP.
BD
CRD#: 12969
ATLANTA, GA
Past
January 30, 2003 - June 8, 2004
WS GRIFFITH SECURITIES, INC.
RIA
CRD#: 10410
ATLANTA, GA
Past
September 1, 2000 - June 8, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
May 8, 1999 - May 11, 2000
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
March 17, 1999 - June 17, 1999
COASTAL FINANCIAL SECURITY, INCORPORATED
BD
CRD#: 15298
ORANGEBURG, NY
Past
October 15, 1990 - February 3, 1993
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
Past
October 15, 1990 - February 3, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Past
February 14, 1989 - February 3, 1993
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 14, 1989 - February 3, 1993
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Georgia(12/7/2016)
RR
Georgia(7/1/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WP
WELLSPRING PLANNING GROUP LLC
WELLSPRING PLANNING GROUP LLC
CRD#: 283593 / SEC#:
Georgia
Registered Investment Advisory firm - (6/14/2016 Approved)Texas
Registered Investment Advisory firm - (5/25/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Century Parkway Suite 750, Atlanta, GA 30345
Mailing Address
Phone number
(404) 924-4005
Established
Firm type
Fiscal year end
# of Employees
10
Red Flags
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Company Information
WELLSPRING PLANNING GROUP LLC
SENIOR FINANCIAL PLANNING CONSULTANTCRD#: 283593Atlanta, GA 30345TRUST BUT VERIFY
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