Joel C. Mcneil

ISTHMUS PARTNERS

MADISON, WI 53703

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CRD#: 2185799

Professional summary

Joel Carter Mcneil, CFP®, who also goes by Joe Mcneil, is a registered financial advisor currently at ISTHMUS PARTNERS, LLC located in Madison, Wisconsin.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Joel has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Life Transitions

Investment Planning

Comprehensive Financial Planni...

Education Planning

Employee and Employer Plan Ben...

Estate Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Joe Mcneil

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.

SSM/ST. MARY'S HOSPITAL FOUNDATION HEALTHCARE BOARD MEMBER SINCE 01/01/2018 APPROX. 3-5 HOURS PER MONTH EDGEWOOD COLLEGE FOUNDATION ADVISORY BOARD MEMBER OF COLLEGE ENDOWMENT FUND ADVISOR SINCE 11/01/2016 APPROX. 3 HOURS PER MONTH MADISON DOWNTOWN ROTARY INVESTMENT COMMITTEE MEMBER SINCE 07/01/2014 APROX. 3-5 HOURS PER MONTH ASSET BUILDERS OF AMERICA BOARD MEMBER FINANCIAL LITERACY SINCE 01/2022 NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Carter Mcneil'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

June 26, 2014 - Present

ISTHMUS PARTNERS, LLC

Office #1: 1 South Pinckney Street Suite 800, Madison, WI 53703

RIA

CRD#: 171279

MADISON, WI

Past

October 2, 2002 - June 5, 2014

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

MADISON, WI

Past

October 2, 2002 - June 5, 2014

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MADISON, WI

Past

June 12, 2000 - August 9, 2002

STRONG CAPITAL MANAGEMENT INC

RIA

CRD#: 106638

MENOMONEE FALLS, WI

Past

May 17, 2000 - August 9, 2002

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

Past

December 20, 1991 - September 26, 1994

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(6/26/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/26/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/3/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/2000

General Securities Representative Examination

Current Firm

ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC | WAM, LLC

CRD#: 171279 / SEC#: 801-79683

RIA

Registered Investment Advisory firm - (5/19/2014 Approved)

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Contact information

Main Address

1 South Pinckney Street Suite 800, Madison, WI 53703

Mailing Address

Phone number

(608) 729-0949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISTHMUS PARTNERS APPENDIX 1 WRAP FEE BROCHURE (10/23/2025)

ISTHMUS PARTNERS PART 2A BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	1,732
AUM (Assets Under Management)	$ 1,296,248,165

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Joel C. Mcneil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Carter Mcneil's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

STRONG CAPITAL MANAGEMENT INC

STRONG INVESTMENTS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

ISTHMUS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/26/2000

Series 63

Date: 1/3/1992

Series 7

Date: 5/16/2000

Current Firm

ISTHMUS PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISTHMUS PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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