Joi R. Libsack

917 ADVISORY SERVICES LLC

SPOKANE, WA 99204

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CRD#: 2709927

Professional summary

Joi Rene Libsack, who also goes by Joi Hagberg, Joi Mcdonald, is a registered financial advisor currently at 917 ADVISORY SERVICES LLC located in Spokane, Washington.

Joi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Joi has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joi Hagberg | Joi Mcdonald

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) On a temporary and transitional basis, Ms. Libsack will be dually-registered as an Investment Advisor Representative ("IAR") with 917 Advisory Services LLC ("917 Advisory") and LPL Financial LLC ("LPL Financial") and as a Registered Representative ("RR") with LPL Financial. 917 Advisory and LPL Financial are not affiliated entities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joi Rene Libsack'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

July 29, 2024 - Present

917 ADVISORY SERVICES LLC

Office #1: 917 S Monroe St, Spokane, WA 99204

RIA

CRD#: 331476

SPOKANE, WA

Past

July 25, 2006 - November 19, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPOKANE, WA

Past

July 25, 2006 - November 19, 2024

LPL FINANCIAL LLC

CRD#: 6413

SPOKANE, WA

Past

February 23, 2001 - December 8, 2005

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

VERADALE, WA

Past

July 26, 2000 - December 8, 2005

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

WAVERLY, IA

Past

August 8, 1997 - August 3, 2000

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

April 30, 1996 - March 24, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 30, 1996 - March 24, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

917 ADVISORY SERVICES LLC

CRD#: 331476 / SEC#: 801-130529

RIA

Registered Investment Advisory firm - (6/27/2024 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

Washington
(7/29/2024)

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: 2/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/1996

General Securities Representative Examination

Current Firm

917 ADVISORY SERVICES LLC

CRD#: 331476 / SEC#: 801-130529

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

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Contact information

Main Address

917 S Monroe St, Spokane, WA 99204

Mailing Address

Phone number

(509) 328-5627

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

917 ADVISORY SERVICES LLC BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	538
AUM (Assets Under Management)	$ 130,150,573

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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Advisor Monitoring

Firm Stability Insights

Joi R. Libsack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joi Rene Libsack's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

917 ADVISORY SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/1996

Series 63

Date: 2/12/1996

SIE

Date: 10/1/2018

Series 7

Date: 4/29/1996

Current Firm

917 ADVISORY SERVICES LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

917 ADVISORY SERVICES LLC

TRUST BUT VERIFY

Contact information

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