Joel K. Propst

FORTUNE FINANCIAL SERVICES

Grand Junction, CO

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CRD#: 2029338

Professional summary

Joel Keith Propst is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Grand Junction, Colorado.

Joel is registered as a RR (Registered Representative) and started their career in finance in 1990. Joel has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

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) JOEL KEITH PROPST D/B/A LEGACY WEALTH ADVISORS; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE, GRAND JUNCTION, COLORADO 81505; INSURANCE SALES; SOLE PROPRIETOR AND INSURANCE AGENT; DECEMBER 1988 START DATE; 10.0 HOURS/MONTH DEVOTED; 6.3 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; NONVARIABLE LIFE, ACCIDENT AND HEALTH INSURANCE SALES. _____ | _____ (2) LEGACY ESTATE CONSULTANTS, LLC D/B/A LEGACY WEALTH ADVISORS; NOT INVESTMENT RELATED; PRIVATE RESIDENCE, GRAND JUNCTION, COLORADO 81505; MARKETING SUPPORT COMPANY; PRESIDENT AND MANAGING MEMBER; FEBRUARY 1998 START DATE; 10.0 HOURS/MONTH DEVOTED; 6.3 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ALL DUTIES ASSOCIATED WITH BUSINESS. _____ | _____ (3) JOEL KEITH PROPST; NOT INVESTMENT RELATED; PRIVATE RESIDENCE, GRAND JUNCTION, COLORADO 81505; REPRESENTATION OF AUTHOR NELL BROWN PROPST; LITERARY AGENT; MAY 2012 START DATE; 0.1 HOURS/MONTH DEVOTED; 0.0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; REPRESENTATION OF AUTHOR DUTIES. _____ | _____ (4) JOEL KEITH PROPST; NOT-INVESTMENT RELATED; PRIVATE RESIDENCE, GRAND JUNCTION, COLORADO 81505; TRUSTEE SERVICES FOR KOGER PROPST (BROTHER); TRUSTEE; DECEMBER 1999 START DATE; 0.1 HOUR/MONTH DEVOTED; 0.0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TRUSTEE DUTIES.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joel Keith Propst's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 3, 2018 - Present

CRD#: 6694

WHEAT RIDGE, CO

Past

September 6, 2006 - April 14, 2008

LEGACY WEALTH ADVISORS, LLC

RIA

CRD#: 112842

WHEAT RIDGE, CO

Past

June 27, 2006 - April 30, 2007

CRD#: 8158

MILWAUKEE, WI

Past

April 23, 1990 - June 22, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Arizona
(1/3/2018)

Colorado
(1/3/2018)

Minnesota
(1/3/2018)

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: , 8-49727

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

3582 Brodhead Road Suite 202, Monaca, PA 15061

Mailing Address

P.o. Box 238, Monaca, PA 15061

Phone number

(724) 846-2488

Established

Pennsylvania since 10/21/1996

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
DANIELS, BLAKE WILLIAM	CHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO	1285106
DANIELS, BRIAN LEE	OWNER	1213561
BENTLEY, GREGORY JOHN	PRESIDENT, CHIEF EXECUTIVE OFFICER	705379
PINTARIC, WILLIAM RICHARD JR	CHIEF COMPLIANCE OFFICER
WHITENACK, MITCH LEE	CHIEF OPERATIONS OFFICER, FINOP, PFO, POO	4794021

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joel K. Propst

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Joel Keith Propst's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

WEALTHSOURCE®

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

LEGACY WEALTH ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NETWORK PLANNING ADVISORS, L.L.C.

LEGACY ESTATE CONSULTANTS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2005

Series 63

Date: 8/4/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2007

Series 6

Date: 4/20/1990

Series 9

Date: 8/27/2007

Series 10

Date: 7/25/2007

FINRA

Current Firm

FORTUNE FINANCIAL SERVICES, INC.

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

FORTUNE FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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