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Joel Nicholas Revak

EVEXIA WEALTH
EAU CLAIRE, WI
·CRD# 5606725·18 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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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Years of Experience

18 years in the financial services industry

Current & Past Employments

EVEXIA WEALTH, LLC·CRD# 323788
RIA
Eau Claire, WI
October 17, 2025 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Eau Claire, WI
February 5, 2019 - January 6, 2021
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Eau Claire, WI
February 5, 2019 - January 6, 2021
LPL FINANCIAL LLC·CRD# 6413
RIA
Eau Claire, WI
February 14, 2018 - February 12, 2019
LPL FINANCIAL LLC·CRD# 6413
BD
Eau Claire, WI
February 14, 2018 - February 12, 2019
INVEST FINANCIAL CORPORATION·CRD# 12984
RIA
Eau Claire, WI
March 25, 2014 - February 14, 2018
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Eau Claire, WI
March 25, 2014 - February 14, 2018
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
RIA
Eau Claire, WI
December 8, 2008 - March 3, 2014
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Eau Claire, WI
November 20, 2008 - March 3, 2014

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Current Firm

EW
EVEXIA WEALTH, LLC

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957
RIA
Registered Investment Advisory firm - SEC (12/2/2022 Approved)

Contact Information

Main Address

1265 Main Street Suite 105, Stevens Point, WI 54481

Phone Number

(715) 344-9496

# of Employees

18

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVEXIA WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,452

AUM (Assets Under Management)

$386,112,934

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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.

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.

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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".
EW
EVEXIA WEALTH, LLC

EVEXIA WEALTH, LLC

CRD#: 323788 / SEC#: 801-126957
RIA
Registered Investment Advisory firm - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2025About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Dec 2008About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Dec 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2008About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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