Joseph A. Lewis

ISLER WEALTH MANAGEMENT

EUGENE, OR 97403

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CRD#: 6728999

Professional summary

Joseph Andersen Lewis is a registered financial advisor currently at ISLER WEALTH MANAGEMENT, LLC located in Eugene, Oregon.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joseph has worked at 1 firm and has passed the Series 65 exam.

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) PARTNER AND CPA OF ISLER CPA LLC SINCE JULY OF 2015. 1976 GARDEN AVENUE, EUGENE, OR 97403. ACTIVITY IS NOT INVESTMENT-RELATED. RESPONSIBILITIES INVOLVE SERVING THE TAX AND ACCOUNTING NEEDS OF BUSINESS AND INDIVIDUAL CLIENTS. MR. LEWIS DEVOTES APPROXIMATELY 80 HOURS OF HIS BUSINESS TIME PER MONTH TO HIS RESPONSIBILITIES WITH THE CPA FIRM. APPROXIMATELY 60 HOURS PER MONTH IS DEVOTED TO THE CPA FIRM ACTIVITY DURING SECURITIES TRADING HOURS. 2) PASSIVE OWNER OF RENTAL PROPERTY AT 2885 BRIDALWOOD LN., LEHI, UT. ACTIVITY IS NOT INVESTMENT-RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Andersen Lewis'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®

None

Experience

Current

January 10, 2017 - Present

ISLER WEALTH MANAGEMENT, LLC

Office #1: 1976 Garden Avenue, Eugene, OR 97403

RIA

CRD#: 285831

EUGENE, OR

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

Oregon
(1/10/2017)

IAR

Texas
(12/3/2021)

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: 11/16/2016

Uniform Investment Adviser Law Examination

Current Firm

ISLER WEALTH MANAGEMENT, LLC

CRD#: 285831 / SEC#:

Oregon

Registered Investment Advisory firm - (1/10/2017 Approved)

Texas

Registered Investment Advisory firm - (12/3/2021 Conditional Restricted)

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Contact information

Main Address

1976 Garden Avenue, Eugene, OR 97403

Mailing Address

Phone number

(541) 342-5161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 27,019,729

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 A. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Andersen Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

ISLER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2016

Current Firm

ISLER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ISLER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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