Julie Woelfel, financial advisor New Holstein WI
90 score

Julie Woelfel

CRD Number: 6160674
Current Firm: Woodbury Financial Services, Inc.

Julie Woelfel (CRD# 6160674) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in New Holstein, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. New Holstein, WI Oct 2017 - Current < 1
Belke Financial Group New Holstein, WI Feb 2013 - Current 5
New Holstein School District New Holstein, WI Mar 2012 - Current 6
New Holstein Utilities New Holstein, WI Nov 2010 - Current 7
Sii Investments, Inc. Nwe Holstein, WI Jan 2013 - Oct 2017 4
Schenck, Sc Sheboygan, WI Sep 2011 - Dec 2013 2
Wis. Dept. Of Revenue Sheboygan, WI Jun 1989 - Jul 2011 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Julie J. Woelfel
Phone Number: 800-800-2638
Firm Website: http://www.bowmanfs.com
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    17,398
    ACCOUNTS
  • Average Account Value
    $186,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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