Joseph Gebhart

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CRD#: 6710514

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joseph Gebhart, who also goes by Joe Gebhart, Joseph Howard Gebhart, was a registered financial professional .

Joseph is a previously registered financial professional and started their career in finance in 2016. Joseph had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Joe Gebhart | Joseph Howard Gebhart

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.

Pueblo Kiwanis Foundation Pueblo, CO Start date: 12/11/2018 Board Member Hours per week: 0 Hours during trading: 0 Oversee foundation activities and be involved in discussions over which charitable activities/obligations we undertake for the year. Insurance Sales; Investment-related; CO; Insurance Agent; 2016; Approximately 15 hours/mo during trading hours; sales of various insurance products. Appreciation Financial, LLC, Start date: 5/11/2022 facilitator: 3 hours a month, 3 hours during trading; partnering with Appreciation Financial, LLC to assist business owners and non-profits apply for the 2021 employee retention tax credit; not investment related.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 19, 2021 - January 12, 2024

CREDENTIALED WEALTH ADVISORS, LLC

RIA

CRD#: 312517

COLORADO SPRINGS, CO

Past

November 22, 2016 - October 19, 2021

EDWARD JONES

RIA

CRD#: 250

PUEBLO, CO

Past

November 1, 2016 - October 19, 2021

EDWARD JONES

CRD#: 250

PUEBLO, CO

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".

CREDENTIALED WEALTH ADVISORS, LLC

CRD#: 312517 / SEC#: 801-120355

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 11/18/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2016

General Securities Representative Examination

Current Firm

CREDENTIALED WEALTH ADVISORS, LLC

CRD#: 312517 / SEC#: 801-120355

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

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Contact information

Main Address

3 South Parish Avenue, Johnstown, CO 80534

Mailing Address

Phone number

(970) 400-0117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA FORM ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	845
AUM (Assets Under Management)	$ 135,475,625

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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Joseph Gebhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREDENTIALED WEALTH ADVISORS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CREDENTIALED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2016

SIE

Date: 10/1/2018

Series 7

Date: 11/1/2016

Current Firm

CREDENTIALED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREDENTIALED WEALTH ADVISORS, LLC

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