Julie Meyer, financial advisor New Prague MN
93 score

Julie Meyer

CRD Number: 4481269
Current Firm: Ameriprise Financial Services, Inc.

Julie Meyer (CRD# 4481269) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in New Prague, MN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. New Prague, MN Mar 2011 - Current 5
National Planning Corporation Belle Plaine, MN Feb 2011 - Mar 2011 < 1
Ing Financial Partners, Inc. Bloomington, MN Apr 2010 - Feb 2011 < 1
Walsh Financial Bloomington, MN Mar 2010 - Feb 2011 < 1
Unemployed New Prague, MN Nov 2009 - Mar 2010 < 1
Wells Fargo Investments LLC New Prague, MN Nov 2001 - Nov 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Julie A. Meyer
Phone Number: 612-671-3131
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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