Joel A. Van Belkom
Professional summary
Joel Anton Van Belkom, who also goes by Joel Van Belkom, Joel A. Van Belkom, Joel Van Belkom, Joel Anton Vanbelkom, Joel Vanbelkom, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Franklin, Tennessee and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joel has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joel Anton Van Belkom's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2025 - Present
EMPOWER ADVISORY GROUP, LLC
January 11, 2025 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111February 17, 2022 - January 3, 2025
CETERA INVESTMENT ADVISERS LLC
February 9, 2022 - January 3, 2025
CETERA INVESTMENT SERVICES LLC
October 30, 2020 - January 25, 2022
AE WEALTH MANAGEMENT, LLC
April 24, 2019 - October 2, 2020
FIFTH THIRD SECURITIES, INC.
April 23, 2019 - October 2, 2020
FIFTH THIRD SECURITIES, INC.
December 16, 2011 - April 17, 2019
TD AMERITRADE, INC.
December 16, 2011 - April 17, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
December 16, 2011 - April 17, 2019
TD AMERITRADE, INC.
January 2, 2008 - December 19, 2011
TRUIST INVESTMENT SERVICES, INC.
October 22, 2007 - December 19, 2011
TRUIST INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/13/2025)
(1/13/2025)
Exams
FINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
Red Flags
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