AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Joel Edward Nance

Joel E. Nance

TRUEPATH FINANCIAL PLANNING
Albuquerque, NM 87111
Some features on this profile are disabled
CRD#: 5144487
Joel Edward Nance

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.

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.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
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 Edward Nance's 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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

May 21, 2007 - Present

TRUEPATH FINANCIAL PLANNING

Office #1: 3240-b Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111
RIA
CRD#: 144118
Albuquerque, NM
Past

May 24, 2006 - May 22, 2007

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
RIO RANCHO, NM
Past

May 17, 2006 - May 22, 2007

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
RIO RANCHO, NM

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
Arizona
(8/14/2025)
IAR
New Mexico
(5/21/2007)
IAR
Texas
(8/13/2007)

Exams

State Security Law Exam
RR
Series 63
Date: 5/15/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/16/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2006
General Securities Representative Examination

Current Firm

TRUEPATH FINANCIAL PLANNING
TRUEPATH FINANCIAL PLANNING
CLEAR PATH FINANCIAL PLANNING | TRUEPATH FINANCIAL PLANNING LLC | TRUEPATH FINANCIAL PLANNING | CLEAR PATH FINANCIAL PLANNING, LLC

CRD#: 144118 / SEC#:

Arizona
Registered Investment Advisory firm - (8/14/2025 Approved)
New Mexico
Registered Investment Advisory firm - (5/21/2007 Approved)
Texas
Registered Investment Advisory firm - (8/13/2007 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
3240-b Juan Tabo Blvd Ne Suite A-2, Albuquerque, NM 87111
Mailing Address
Phone number
(505) 797-7765
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts214
AUM (Assets Under Management)$ 28,920,433

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

TRUEPATH FINANCIAL PLANNING

TRUEPATH FINANCIAL PLANNING

CRD#: 144118Albuquerque, NM 87111

TRUST BUT VERIFY

Monitor Joel Nance

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

Kimberly R Taylor
Kimberly TaylorAdvisorCheck Check Mark
THE WEALTH CONSULTING GROUP
IAR
RR
Albuquerque, NM
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics