Joel Poortenga
GPS Financial Group · Mokena, Illinois
Joel Poortenga is a fee-only financial advisor at GPS Financial Group in Mokena, Illinois. GPS Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | GPS Financial Group |
|---|---|
| Based in | Mokena, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $79.8M across 350 accounts |
| SEC registration | Investment adviser representative in IL, IN · CRD 5673061 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.gpsfinancialgroupllc.com |
How Joel's firm compares
- GPS Financial Group's average account is about $228,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Joel
Is Joel Poortenga a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and GPS Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, GPS Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joel Poortenga based?
Joel Poortenga is based in Mokena, Illinois.
Is Joel Poortenga registered with the SEC?
Yes. Joel Poortenga is registered as an investment adviser representative in IL and IN (CRD 5673061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GPS Financial Group manage?
GPS Financial Group reports $79.8M across 350 accounts in assets under management.
How do I contact Joel Poortenga?
Through Joel's website, www.gpsfinancialgroupllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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