Joseph Edward Elsasser
CFP®Professional Summary
Joseph Edward Elsasser, CFP®, who also goes by Joe Elsasser, is a registered financial advisor currently at ADAPTIVE ADVICE, LLC located in Omaha, Nebraska. Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Joseph has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joe Elsasser
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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OSAIC WEALTH, INC.
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Disclosures on record.
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Credentials
Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ADAPTIVE ADVICE, LLC
Contact Information
Main Address
444 Regency Parkway Drive Suite 201, Omaha, NE 68114Phone Number
(402) 281-2486# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
48AUM (Assets Under Management)
$8,289,099Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/22/2024)
(9/22/2020)
(8/27/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Joseph Edward Elsasser's CRS (Customer Relationship Summary).
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OSAIC WEALTH, INC.
