Joel D. Slatter

IGNITE PLANNERS LLC

South Jordan, UT 84095

Some features on this profile are disabled

CRD#: 4737214

Professional summary

Joel David Slatter is a registered financial advisor currently at IGNITE PLANNERS LLC located in South Jordan, Utah and PURSHE KAPLAN STERLING INVESTMENTS located in South Jordan, Utah.

Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Joel has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 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. Foresight Wealth Management, LLC. Investment Related. 11550 S. 700 E., Suite 100, Draper, UT 84020. RIA. Wealth Advisor and Partner. Start 06/2018. 160 hrs/month, 130 during trading. Assist individual investors with their investment and insurance needs. 2. Fixed and Variable Insurance. Not Investment Related. 11550 S 700 E, Suite 100, Draper UT 84020. Insurance. Registered Rep. Start 03/2020. 10 hours per month during trading. Writing fixed and variable lines of insurance to meet client needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel David Slatter'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

September 26, 2022 - Present

IGNITE PLANNERS LLC

Office #1: 10813 S Riverfront Parkway Ste 100, South Jordan, UT 84095

RIA

CRD#: 289797

South Jordan, UT

Current

March 6, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 10757 S Riverfront Parkway Suite 125, South Jordan, UT 84020

CRD#: 35747

South Jordan, UT

Past

June 5, 2018 - January 2, 2023

FORESIGHT WEALTH MANAGEMENT, LLC

RIA

CRD#: 153881

DRAPER, UT

Past

May 4, 2015 - June 4, 2018

LEFAVI WEALTH MANAGEMENT

RIA

CRD#: 104961

SALT LAKE CITY, UT

Past

February 24, 2011 - June 4, 2018

BRUCE A. LEFAVI SECURITIES, INC.

CRD#: 10684

SALT LAKE CITY, UT

Past

February 22, 2011 - December 31, 2013

LEFAVI WEALTH MANAGEMENT

RIA

CRD#: 104961

SALT LAKE CITY, UT

Past

March 21, 2007 - December 2, 2010

EDWARD JONES

RIA

CRD#: 250

ST GEORGE, UT

Past

September 13, 2005 - December 2, 2010

EDWARD JONES

CRD#: 250

ST GEORGE, UT

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".

IGNITE PLANNERS LLC

CRD#: 289797 / SEC#: 801-112029

RIA

Registered Investment Advisory firm - (11/13/2017 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(12/6/2024)

IAR

California
(9/27/2022)

California
(12/6/2024)

Colorado
(11/9/2023)

Florida
(3/6/2020)

Georgia
(12/6/2024)

Idaho
(3/6/2020)

Illinois
(3/6/2020)

Michigan
(12/6/2024)

Nevada
(11/9/2023)

New York
(3/6/2020)

Oregon
(11/9/2023)

Texas
(3/6/2020)

Utah
(3/6/2020)

IAR

Utah
(9/26/2022)

Washington
(12/6/2024)

Wyoming
(12/6/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/7/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/16/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IGNITE PLANNERS LLC

CRD#: 289797 / SEC#: 801-112029

RIA

Registered Investment Advisory firm - (11/13/2017 Approved)

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

109 E. Escalones, San Clemente, CA 92672

Mailing Address

Phone number

(619) 504-1907

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts	3,892
AUM (Assets Under Management)	$ 941,775,371

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

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joel D. Slatter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel David Slatter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

FORESIGHT WEALTH MANAGEMENT, LLC

LEFAVI WEALTH MANAGEMENT

BRUCE A. LEFAVI SECURITIES, INC.

LEFAVI WEALTH MANAGEMENT

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

IGNITE PLANNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2007

Series 63

Date: 9/16/2005

SIE

Date: 6/4/2018

Series 7

Date: 9/12/2005

FINRA

Current Firm

IGNITE PLANNERS LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IGNITE PLANNERS LLC

TRUST BUT VERIFY

Similar Advisors