JW
Joseph M. Wildasin
ELEMENT WEALTH ADVISORS
HANOVER, PA 17331
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CRD#: 6921038
JW
Professional summary
Joseph Marlyn Wildasin, who also goes by Joeseph Marlin Wildasin, Joey Wildasin, Joseph Marlin Wildasin, is a registered financial advisor currently at ELEMENT WEALTH ADVISORS located in Hanover, Pennsylvania.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joseph has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joeseph Marlin Wildasin | Joey Wildasin | Joseph Marlin Wildasin
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.
Owner of Joe's Golf Shop, 125 Littleton Drive, Hanover, PA 17331. Start date was 12/2015. I give golf lessons and golf club repair. There are not set hours, depends upon weather and number of students. It is not investment related. Southwestern School District; Hanover, PA; Golf Coach since 07/2013; not investment related; 20 hrs/mo. Element Risk Management LLC; Hanover, PA; licensed insurance agent since 08/2020; investment related; selling insurance products; 80 hrs/mo. Wildco LLC; Managing Member; investment related; 4159 Landis Road Hanover PA 17331; Description: LLC that owns rental real estate.; Responsibilities: Property Management - Duties are business operations; 2024-10-25; 20 Hours per month devoted to business outside trading hours; 10 Percentage of total yearly compensation expected to be derived from the business. Hanover Equipment Rental LLC; Is the business investment related: No; Location of the business: 4159 Landis Road Hanover PA 17331 USA; Description of the business: Equipment Rental Company; Position Title: Managing Member; Responsibilities Duties: Managing member assisting with accounting, financial books, & sales. ; Start date with business: 2025-05-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 1; Will an IRS form for income earned be received: No
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Marlyn Wildasin'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®
NoneExperience
Current
October 6, 2020 - Present
ELEMENT WEALTH ADVISORS
Office #1: 570 Carlisle St, Hanover, PA 17331RIA
CRD#: 310540
HANOVER, PA
Past
July 31, 2018 - October 13, 2020
BARRICK FINANCIAL INC.
RIA
CRD#: 296810
HANOVER, PA
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
Maryland(3/31/2021)
IAR
Pennsylvania(10/6/2020)
IAR
Virginia(10/15/2020)
Current Firm
EW
ELEMENT WEALTH ADVISORS
ELEMENT RISK WEALTH ADVISORS LLC | ELEMENT WEALTH ADVISORS
CRD#: 310540 / SEC#:
Maryland
Registered Investment Advisory firm - (3/31/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (10/6/2020 Approved)Virginia
Registered Investment Advisory firm - (10/14/2020 Approved)West Virginia
Registered Investment Advisory firm - (1/29/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
570 Carlisle St, Hanover, PA 17331
Mailing Address
Phone number
(717) 632-1220
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 138 |
| AUM (Assets Under Management) | $ 13,400,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
