Julie OsladilCRD Number: 5116173
Current Firm: Packerland Brokerage Services, Inc.
Julie Osladil (CRD# 5116173) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Kiel, WI and has over 16 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Mcglone Suttner Wealth Management, Inc.
Commonwealth Financial Network
|Packerland Brokerage Services, Inc.||Green Bay, WI||Mar 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management741MILLIONS
Total Number of Accounts3,978ACCOUNTS
Average Account Value$186,204
- 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)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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