Joel N. Revak

EVEXIA WEALTH

EAU CLAIRE, WI

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CRD#: 5606725

Professional summary

Joel Nicholas Revak is a registered financial advisor currently at EVEXIA WEALTH, LLC located in Eau Claire, Wisconsin.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Joel has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, 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) Licensed insurance agent; Investment-related; Eau Claire, WI, 54701; License maintained for insurance sales and implementation of insurance recommendations; No activity conducted; 0 hours per month, 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Nicholas Revak'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

October 17, 2025 - Present

EVEXIA WEALTH, LLC

RIA

CRD#: 323788

EAU CLAIRE, WI

Past

February 5, 2019 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

EAU CLAIRE, WI

Past

February 5, 2019 - January 6, 2021

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

EAU CLAIRE, WI

Past

February 14, 2018 - February 12, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

EAU CLAIRE, WI

Past

February 14, 2018 - February 12, 2019

LPL FINANCIAL LLC

CRD#: 6413

EAU CLAIRE, WI

Past

March 25, 2014 - February 14, 2018

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

EAU CLAIRE, WI

Past

March 25, 2014 - February 14, 2018

INVEST FINANCIAL CORPORATION

CRD#: 12984

EAU CLAIRE, WI

Past

December 8, 2008 - March 3, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

EAU CLAIRE, WI

Past

November 20, 2008 - March 3, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

EAU CLAIRE, WI

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".

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA

Registered Investment Advisory firm - (12/2/2022 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

Wisconsin
(10/17/2025)

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

State Security Law Exam

IAR

Series 65

Date: 10/17/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/6/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2008

General Securities Representative Examination

Current Firm

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957

RIA

Registered Investment Advisory firm - (12/2/2022 Approved)

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Contact information

Main Address

1265 Main Street Suite 105, Stevens Point, WI 54481

Mailing Address

Phone number

(715) 344-9496

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/18/2025)

Regulatory assets under management

Total Number of Accounts	1,379
AUM (Assets Under Management)	$ 329,350,000

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.

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Advisor Monitoring

Firm Stability Insights

Joel N. Revak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Nicholas Revak's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

EVEXIA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2025

Series 66

Date: 12/6/2008

Series 7TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2008

Current Firm

EVEXIA WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVEXIA WEALTH, LLC

TRUST BUT VERIFY

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