Julia McCormick (CRD# 6275884) is an Investment Advisor Representative working at The Wealth Consulting Group in Des Moines, IA and has over 10 years of experience in the finance industry. Julia McCormick 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.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wcg Wealth Advisors, LLC | Des Moines, IA | Dec 2023 - Current | < 1 |
Des Moines Symphony | Des Moines, IA | Sep 2014 - Current | 9 |
Freelance Viola/violin Player | Des Moines, IA | Sep 2013 - Current | 10 |
Insureyourplan LLC | Des Moines, IA | Jan 2020 - Oct 2023 | 3 |
Livwel Insurance Solutions, LLC | Des Moines, IA | Apr 2018 - Oct 2023 | 5 |
Cunningham Wealth Management, LLC | Des Moines, IA | Apr 2018 - Oct 2023 | 5 |
Unitypoint Young Advisory Board | Des Moines, IA | Jan 2018 - Oct 2023 | 5 |
Civic Music Of Des Moines | Des Moines, IA | Oct 2021 - Jun 2022 | < 1 |
Civic Music Of Des Moines | Des Moines, IA | Jun 2019 - Oct 2021 | 2 |
Des Moines Leadership Network | Des Moines, IA | Sep 2017 - Oct 2021 | 4 |
Principal Securities, Inc. | Urbandale, IA | Jan 2014 - Apr 2018 | 4 |
Principal Life Ins Co | Urbandale, IA | Dec 2013 - Apr 2018 | 4 |
Principal Securities, Inc. | Urbandale, IA | Dec 2013 - Apr 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
S63 | Uniform Securities State Law Examination | Oct 2023 |
- IA
- TX
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Total Assets Under Management5,194MILLIONS
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Total Number of Accounts21,408ACCOUNTS
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Average Account Value$242,628
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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