Julie Lefevre (CRD# 1766503) is an Investment Advisor Representative working at Kerberrose Wealth Management, LLC in Green Bay, WI and has over 30 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apw Capital, Inc. | Green Bay, WI | Aug 2021 - Current | 2 |
| Kerberrose Wealth Management, LLC | Green Bay, WI | Aug 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Green Bay, WI | Jul 2021 - Aug 2021 | < 1 |
| Cliftonlarsonallen Wealth Advisors, LLC | Green Bay, WI | Mar 2019 - Jul 2021 | 2 |
| Schenck Investment Solutions, LLC | Green Bay, WI | Aug 2017 - Mar 2019 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2013 - Aug 2017 | 4 |
| Northwestern Mutual Investment Services, LLC | Green Bay, WI | Jun 2004 - Aug 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- WI
-
Total Assets Under Management752MILLIONS
-
Total Number of Accounts2,351ACCOUNTS
-
Average Account Value$320,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, MI, MN, TX, WI
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 derived from SEC.gov data covering 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.
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.