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JP

Joel A. Palatnik

LWM ADVISORY SERVICES
Plantation, FL 33324
Some features on this profile are disabled
CRD#: 3147356
JP

Professional summary

Joel Angel Palatnik is a registered financial advisor currently at LWM ADVISORY SERVICES, LLC located in Plantation, Florida and MODERN WEALTH MANAGEMENT, LLC located in Plantation, Florida.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Joel has worked at 14 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Angel Palatnik'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

August 7, 2015 - Present

LWM ADVISORY SERVICES, LLC

Office #1: 1250 S. Pine Island Road Suite 350, Plantation, FL 33324
RIA
CRD#: 172009
Plantation, FL
Current

March 25, 2026 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 1250 S. Pine Island Road Suite 275, Plantation, FL 33324
RIA
CRD#: 324624
PLANTATION, FL
Past

December 22, 2017 - January 17, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
PLANTATION, FL
Past

July 31, 2015 - March 20, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
PLANTATION, FL
Past

December 11, 2014 - August 3, 2015

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MIAMI, FL
Past

December 4, 2014 - August 3, 2015

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MIAMI, FL
Past

May 30, 2008 - December 8, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
MIAMI, FL
Past

May 22, 2008 - December 8, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
MIAMI, FL
Past

January 30, 2008 - May 21, 2008

INVESTACORP, INC.

BD
CRD#: 7684
HALLANDALE BEACH, FL
Past

March 29, 2007 - July 27, 2007

EQUITY SERVICES, INC.

RIA
CRD#: 265
CORAL GABLES, FL
Past

March 15, 2007 - July 27, 2007

EQUITY SERVICES, INC.

BD
CRD#: 265
CORAL GABLES, FL
Past

April 29, 2005 - January 16, 2007

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CORAL GABLES, FL
Past

October 19, 2004 - January 16, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
CORAL GABLES, FL
Past

October 19, 2004 - January 16, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CORAL GABLES, FL
Past

March 9, 2004 - October 12, 2004

KOVACK SECURITIES INC.

BD
CRD#: 44848
FT. LAUDERDALE, FL
Past

September 19, 2003 - January 23, 2004

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

December 19, 2002 - October 17, 2003

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

July 11, 2002 - January 8, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA
Past

December 7, 2001 - June 25, 2002

STATETRUST INVESTMENTS INC.

BD
CRD#: 104651
BOCA RATON, FL
Past

September 6, 2001 - December 6, 2001

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

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".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 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
Florida
(8/7/2015)
IAR
Texas
(1/3/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/3/2005
General Securities Principal Examination

Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)
PREMIUM
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Contact information

Main Address
1712 Main Street Suite 400, Kansas City, MO 64108
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
253

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MODERN WEALTH MANAGEMENT WRAP FEE BROCHURE (3/20/2026)
MARCH 2026 ADV 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts30,617
AUM (Assets Under Management)$ 10,904,051,242

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.

Company Information

MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624Plantation, FL 33324

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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