Joel A. Musser
TOTAL WEALTH PLANNING
Cincinnati, OH 45241
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CRD#: 5354239
Professional summary
Joel Alan Musser, CFP® is a registered financial advisor currently at TOTAL WEALTH PLANNING, LLC located in Cincinnati, Ohio.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joel has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Biography
As a member of the Financial Planning team at Total Wealth Planning, Joel advises clients through our comprehensive financial planning approach. Joel has been influential in assisting clients to achieve their financial goals since graduating from Hillsdale College in 2007. Prior to joining Total Wealth Planning, he performed financial planning through the retail Private Banking divisions at JP Morgan Chase Bank and PNC Bank. Joel is driven by a passion for people and the ability to have a positive impact on their personal and financial lives. Born and raised in Cincinnati, Joel loves spending time with his wife and their 5 kids. In a rare free moment, he also enjoys competitive sports and playing music.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Retirement Planning
Insurance Planning
Estate Planning
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joel Alan Musser'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®
Start date: 2014
Experience
Current
July 31, 2015 - Present
TOTAL WEALTH PLANNING, LLC
Office #1: 4665 Cornell Rd. Ste. 160, Cincinnati, OH 45241RIA
CRD#: 174434
Cincinnati, OH
Past
November 26, 2014 - July 8, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
CINCINNATI, OH
Past
October 1, 2012 - November 12, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CINCINNATI, OH
Past
April 1, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
CINCINNATI, OH
Past
December 3, 2007 - July 17, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CINCINNATI, OH
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".
TOTAL WEALTH PLANNING, LLC
DRR PARTNERS LLC | TOTAL WEALTH PLANNING, LLC | TOTAL WEALTH PLANNING | FINANCIAL MANAGEMENT GROUP
CRD#: 174434 / SEC#: 801-80853
RIA
Registered Investment Advisory firm - (1/27/2015 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
Ohio(7/31/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TOTAL WEALTH PLANNING, LLC
DRR PARTNERS LLC | TOTAL WEALTH PLANNING, LLC | TOTAL WEALTH PLANNING | FINANCIAL MANAGEMENT GROUP
CRD#: 174434 / SEC#: 801-80853
RIA
Registered Investment Advisory firm - (1/27/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4665 Cornell Rd. Ste. 160, Cincinnati, OH 45241
Mailing Address
Phone number
(513) 984-6696
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,989 |
| AUM (Assets Under Management) | $ 1,178,146,730 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2024 |
Red Flags
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Company Information
TOTAL WEALTH PLANNING, LLC
CRD#: 174434Cincinnati, OH 45241TRUST BUT VERIFY
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