Julie-anne PickettCRD Number: 5385659
Current Firm: Ipi Wealth Management, Inc.
Julie-anne Pickett (CRD# 5385659) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 9 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Ipi Wealth Management, Inc.
Mml Investors Services, LLC
|Investment Planners, Inc.||Decatur, IL||Jul 2007 - Current||10|
|Financial Planning System||Macomb, IL||Nov 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management995MILLIONS
Total Number of Accounts4,853ACCOUNTS
Average Account Value$204,941
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV