Joseph M. Wildasin

ELEMENT WEALTH ADVISORS

HANOVER, PA 17331

Some features on this profile are disabled

CRD#: 6921038

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 and ELEMENT RISK 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 3 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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

October 6, 2020 - Present

ELEMENT WEALTH ADVISORS

Office #1: 570 Carlisle St, Hanover, PA 17331

RIA

CRD#: 310540

HANOVER, PA

Current

January 26, 2026 - Present

ELEMENT RISK WEALTH ADVISORS

Office #1: 570 Carlisle St, Hanover, PA 17331

RIA

CRD#: 339642

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

Delaware
(2/6/2026)

IAR

Maryland
(3/31/2021)

IAR

Ohio
(2/19/2026)

IAR

Pennsylvania
(10/6/2020)

IAR

Virginia
(10/15/2020)

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: 12/16/2016

Uniform Investment Adviser Law Examination

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 18,460,003

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.

Similar Advisors

Kevin Smith

JANNEY MONTGOMERY SCOTT LLC

IAR

York, PA

Alyssum Keefer

JANNEY MONTGOMERY SCOTT LLC

IAR

York, PA

Justin Brillhart

COMMONWEALTH FINANCIAL NETWORK

IAR

Hanover, PA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joseph M. Wildasin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Marlyn Wildasin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEMENT WEALTH ADVISORS

ELEMENT RISK WEALTH ADVISORS

BARRICK FINANCIAL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2016

Current Firm

ELEMENT WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELEMENT WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors