Julie Toelle, financial advisor Boca Grande FL
87 score

Julie Toelle

CRD Number: 6012096
Current Firm: Somerset Group LLC

Julie Toelle (CRD# 6012096) is an Investment Advisor Representative working at Somerset Group LLC in Boca Grande, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Somerset Group LLC Boca Grande, FL Mar 2011 - Current 5
Somerset Asset Management Boca Grande, FL Aug 2008 - Feb 2011 2
Somerset Asset Management Minneapolis, MN Jun 2003 - Jul 2008 5

Julie Toelle has no recent exams reported.
Contact Info for Julie R. Toelle
Phone Number: 952-681-7254
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $754,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MN

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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