Joel Edward Nance
CFP®Professional Summary
Joel Edward Nance, CFP® is a registered financial advisor currently at TRUEPATH FINANCIAL PLANNING located in Albuquerque, New Mexico. Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joel has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
- Cashflow & Budgeting
- Estate & Legacy Planning
Specializations
Biography
Joel has over 15 years of experience as a CFP® professional doing financial planning, asset managemet, and tax preparation. He has a Master's degree in Applied Linguistics and completed his financial education through Boston University in order to become a CFP® professional.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
CLEAR PATH FINANCIAL PLANNING | TRUEPATH FINANCIAL PLANNING LLC | TRUEPATH FINANCIAL PLANNING | CLEAR PATH FINANCIAL PLANNING, LLC
Contact Information
Main Address
3240-b Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111Phone Number
(505) 797-7765# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
215AUM (Assets Under Management)
$36,665,586Similar 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/14/2025)
(5/21/2007)
(8/13/2007)
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 Joel Edward Nance's CRS (Customer Relationship Summary).
Services Offered by Joel
- Investment Management
- Retirement Planning
- Financial Planning
- Tax Planning
- Cashflow & Budgeting
- Estate & Legacy Planning
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