Joel Bennett has been Chief Financial Officer of Hedeker Wealth since July 2021, is not listed as a control person, but directly owns under 5% of the firm.
Hedeker Wealth LLC is a Lincolnshire, IL firm with $595M under management, 264 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Joel Bennett’s longest registration was 9 years at Kestra Advisory Services, LLC (2016–2026).
- Kestra Advisory Services, LLC– · 9 yearsAustin, TX · Adviser representative · Firm CRD 283330
- H.D. Vest Advisory Services, Inc– · 8 yearsIrving, TX · Adviser representative · Firm CRD 104556
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 1997 |
| Series 27 | Financial and Operations Principal Examination | 29 April 1996 |
| Series 24 | General Securities Principal Examination | 5 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 1991 |
| Series 7 | General Securities Representative Examination | 25 February 1991 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Financial and Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joel Van Bennett
- CRD
- 2047878
- Firm
- Hedeker Wealth · CRD 124341
- Role
- Chief Financial Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Bennett work?
Joel Bennett has been Chief Financial Officer of Hedeker Wealth LLC since July 2021.
Does Joel Bennett have a current investment-adviser registration?
Joel Bennett has no current investment-adviser or broker registration.
What exams has Joel Bennett passed?
Joel Bennett has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 27, Series 65 and Series 99TO. The earliest, the Series 7, was passed in February 1991. FINRA credited Joel Bennett with the SIE, which began in October 2018.
Where was Joel Bennett previously registered as an investment adviser?
Joel Bennett has past investment-adviser registrations through Kestra Advisory Services, LLC, December 2016 to April 2026; H.D. Vest Advisory Services, Inc, December 2007 to August 2016, across 2 firms.
Is Joel Bennett registered with FINRA?
No. Joel Bennett has no current broker registration.
How can I verify Joel Bennett’s record?
Search CRD 2047878 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Bennett’s full registration record.
- Robert NorwoodVice President and Secretary
- Dean HedekerFounder, Managing Director, and CCO
- Lori MarkhamAssistant Secretary
- Yin YinController and Assistant Secretary