Julianne Chadwick (CRD# 4683131) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dakota Dunes, SD and has over 15 years of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Dakota Dunes, SD | Jan 2024 - Current | < 1 |
| Sterk Financial Services | Dakota Dunes, SD | Jan 2018 - Current | 6 |
| Woodbury Financial Services Inc. | Dakota Dunes, SD | Jan 2018 - Jan 2024 | 6 |
| Securities America Advisors | Sioux City, IA | Jul 2014 - Jan 2018 | 3 |
| Securities America, Inc. | Sioux City, IA | Nov 2008 - Jan 2018 | 9 |
| Efs Group | Sioux City, IA | Oct 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- IA
- MT
- NE
- SD
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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