Julie Coombs, financial advisor Brookfield WI

Julie Coombs

CRD Number: 4198245
Current Firm: Arbor Point Advisors

Julie Coombs (CRD# 4198245) is an Investment Advisor Representative working at Arbor Point Advisors in Brookfield, WI and has over 18 years of experience in the finance industry. Julie Coombs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Brookfield, WI Oct 2017 - Current 6
Arbor Point Advisors Brookfield, WI Oct 2017 - Current 6
Cindy Storm Fischer Brookfield, WI Jan 2000 - Current 24
Sii Investments, Inc. Brookfield, WI Aug 2003 - Oct 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2005
Contact Info for Julie A. Coombs
Phone Number: 888-777-1992
Registered State(s):
  • FL
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    6,429
    MILLIONS
  • Total Number of Accounts
    30,789
    ACCOUNTS
  • Average Account Value
    $208,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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