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Secretary · Plan Financial

Joel R. Hooper

CRD 6680987 · Named on Form ADV at one SEC-registered adviser

At a glance

Plan Financial, an SEC-registered wealth manager based in Fresno, CA with $195 million in regulatory assets, lists Joel R. Hooper on its Form ADV as Secretary.

Firms and roles

  • Plan FinancialSecretaryWealth manager · Fresno, CA · $195M in regulatory assets

AtlasMembers

Joel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.