# Joel Daniel Hergenreter

Joel Daniel Hergenreter appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-09-08 | Form ADV | [NORTHSTAR FINANCIAL PLANNERS, INC.](https://search.stillhousedata.com/firm/131507) | CCO | PLANTATION, FL |
| 2025-09-08 | Form ADV | [THE PLANNING PROJECT LLC](https://search.stillhousedata.com/firm/297658) | CCO | THE WOODLANDS, TX |
| 2025-12-16 | Form ADV | [BRIGHT ROAD WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/164408) | CHIEF COMPLIANCE OFFICER | ANCHORAGE, AK |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.