Julie Quick (CRD# 4399536) is an Investment Advisor Representative working at Cultivate Financial Wellness, LLC in Howell, MI and has over 17 years of experience in the finance industry. Julie Quick 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# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4511557
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cultivate Financial Wellness, LLC | Howell, MI | Mar 2020 - Current | 4 |
| Next Financial Group, Inc. | Houston, TX | Nov 2018 - Mar 2020 | 1 |
| Dahring | Cusmano And Associates, LLC | Novi, MI | Nov 2018 - Mar 2020 | 1 |
| Vision Capital Partners | Northville, MI | Jun 2015 - Nov 2018 | 3 |
| Vision Capital Partners, Inc. | Northville, MI | Aug 2006 - Nov 2018 | 12 |
| Triad Advisors, LLC | Northville, MI | Aug 2006 - Nov 2018 | 12 |
| Vision Capital Partners, Inc. | Northville, MI | Aug 2006 - Jun 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- CA
- MI
- TX
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$209,451
- 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
- Educational seminars/workshops
- Other
CA, MI, TX
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