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RIA / WealthAdvisor35 years in industry

JOSEPH PELL BARTMESS

Advisor at LVZ, INC.

Wildwood, MO

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Search this name across graphsid dfx:ria:3892f1d4-88c6-eec0-5dc6-32d0263da945

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 11, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LVZ, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 17, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 17, 1990
First registration: Feb 11, 1999
Dual registered: no
Other names: JOE P BARTMESS
IAPD individual key: 2073071

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LVZ, INC.	Independent wealth	Sep 29, 2022	n/a	yes	Wildwood, MO	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Nov 15, 2011	Sep 30, 2022	no	CHESTERFIELD, MO\|WILDWOOD, MO	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Apr 18, 2007	Nov 18, 2011	no	CHESTERFIELD, MO\|KENNETT, MO\|HOUSTON, TX\|WILDWOOD, MO	Previous registration
EDWARD JONES	National bd RIA	Feb 11, 1999	Mar 5, 2007	no	CHESTERFIELD, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	LVZ, INC.	Sep 30, 2022	Sep 29, 2022	-1	Firm change	Ibd to RIA
NEXT FINANCIAL GROUP, INC.	SAGEPOINT FINANCIAL, INC.	Nov 18, 2011	Nov 15, 2011	-3	Firm change	Other
EDWARD JONES	NEXT FINANCIAL GROUP, INC.	Mar 5, 2007	Apr 18, 2007	44	Firm change	Other

Relationships

Registered with (4)

→ LVZ, INC.Registered adviserregistration: current employment
Sep 29, 2022 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Nov 15, 2011 to Sep 30, 2022factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Apr 18, 2007 to Nov 18, 2011factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 11, 1999 to Mar 5, 2007factForm ADV

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
Joseph Pell Bartmess left Sagepoint Financial, Inc. for Lvz, Inc. (registered 2022-09-29)
Form ADVobserved 5 days ago