Julie Fletcher McDaniel, financial advisor Denver CO

Julie Fletcher McDaniel

CRD Number: 4673079
Current Firm: Impactfolio LLC
Compensation Model: Fee Only

Julie Fletcher McDaniel (CRD# 4673079) is an Investment Advisor Representative owner of IMPACTfolio, LLC in Denver, CO and has over 13 years of experience in the finance industry. Julie Fletcher McDaniel 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
Similar Advisors
Mark Ballenger II, financial advisor Denver CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Denver CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Similar Advisors
Kreighton Bieger, financial advisor Denver CO
Kreighton K. Bieger
CRD# 5148489
Kilterhowling LLC
Professional Designations
Company Name Location Dates Years
IMPACTfolio, LLC Denver, CO Mar 2019 - Current < 1
Sharkey, Howes & Javer Inc. Denver, CO Oct 2013 - Feb 2019 5
Kummer Financial Strategies Inc. Highlands Ranch, CO Apr 2013 - Oct 2013 < 1
Nfp Securities Inc. Denver, CO Apr 2009 - Mar 2013 3
Ubs Financial Services Inc. Denver, CO Oct 2006 - Dec 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Julie D. Fletcher McDaniel
Phone Number: 8442183800
Firm Website: https://impactfolio.co/
Registered State(s):
  • CO
Current Firm Details
Impactfolio LLC
Firm's CRD Number: 291716
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $199,959
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Ready to hire a financial advisor? Get competitive proposals from Julie Fletcher McDaniel and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.