Joel A. Beyer

21:5 ADVISORS

PEORIA, AZ 85383

Some features on this profile are disabled

CRD#: 2515319

Professional summary

Joel Arthur Beyer is a registered financial advisor currently at 21:5 ADVISORS, LLC located in Peoria, Arizona.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Joel has worked at 14 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

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) JOEL BEYER, INSURANCE AGENT. INVESTMENT-RELATED. 31946 N. 132ND DRIVE, PEORIA, AZ 85383. LIFE INSURANCE. START: 1989. 20 HOURS/MONTH; 20 HOURS DURING SECURITIES TRADING HOURS. DUTIES: INSURANCE SALES AND SERVICES. (2) CALVARY CHAPEL RAMONA, CA. NOT INVESTMENT-RELATED. 114 14TH STREET, RAMONA, CA 92065. SECRETARY, BOARD MEMBER. START: 2000. 2 HOURS/MONTH; 2 HOURS DURING SECURITIES TRADING HOURS. DUTIES: CHURCH-RELATED DECISIONS, MEETING RECORDS. (3) 215 ADVISORS. INVESTMENT-RELATED. 20 EAST THOMAS ROAD, SUITE 2200, PHOENIX, AZ 85012. DBA FOR RFG ADVISORY BUSINESS. CEO/INVESTMENT ADVISOR/INSURANCE AGENT. START: 2022. 100 HOURS/MONTH; 100 HOURS DURING SECURITIES TRADING HOURS. DUTIES: FINANCIAL PLANNING AND INVESTMENT ADVISORY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Arthur Beyer'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®

None

Experience

Current

January 22, 2025 - Present

21:5 ADVISORS, LLC

Office #1: 23131 N. Lake Pleasant Parkway Suite 116, Peoria, AZ 85383

CRD#: 16164

PHILADELPHIA, PA

Past

April 10, 1997 - November 14, 2000

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

FOLSOM, CA

Past

August 9, 1994 - April 15, 1997

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

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

Arizona
(1/22/2025)

IAR

California
(2/18/2025)

IAR

Louisiana
(3/28/2025)

IAR

Texas
(2/20/2025)

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 65

Date: 6/12/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/10/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/8/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

21:5 ADVISORS, LLC

215 ADVISORS, LLC | 21:5 ADVISORS, LLC

CRD#: 333198 / SEC#:

Arizona

Registered Investment Advisory firm - (1/22/2025 Approved)

California

Registered Investment Advisory firm - (2/18/2025 Approved)

Louisiana

Registered Investment Advisory firm - (1/29/2025 Approved)

Texas

Registered Investment Advisory firm - (1/30/2025 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

23131 N. Lake Pleasant Parkway Suite 116, Peoria, AZ 85383

Mailing Address

Phone number

(888) 788-5953

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Victoria Ricker

DAYMARK WEALTH PARTNERS, LLC

IAR

FORT LAUDERDALE, FL

James Maresca

LPL FINANCIAL LLC

IAR

Guerneville, CA

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joel A. Beyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Arthur Beyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

RFG ADVISORY, LLC

HERITAGE WEALTH MANAGEMENT, LLC

215 ADVISORS, LLC

TRES WEALTH MANAGEMENT GROUP LLC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

FINANCIAL ADVISERS OF AMERICA, LLC

FINANCIAL ADVISERS OF AMERICA, LLC

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

BRECEK & YOUNG ADVISORS, INC.

TITAN/VALUE EQUITIES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2000

Series 63

Date: 8/29/1994

Series 7

Date: 10/10/2000

Series 6

Date: 8/8/1994

Current Firm

21:5 ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

21:5 ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors