Julie Bukowski, financial advisor St. John IN

Julie Bukowski

CRD Number: 6619283
Current Firm: Fifth Third Securities, Inc.

Julie Bukowski (CRD# 6619283) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in St. John, IN and has over 5 years of experience in the finance industry.

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Golden Trail Advisers
Company Name Location Dates Years
Fifth Third Securities Crown Point, IN Feb 2016 - Current 5
Fifth Third Bank Crown Point, IN Feb 2015 - Current 6
Career Education Corp Schaumburg, IL Jun 2005 - Feb 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2016
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Julie T. Bukowski
Phone Number: 888-889-1025
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,885
    MILLIONS
  • Total Number of Accounts
    7,984
    ACCOUNTS
  • Average Account Value
    $236,155
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • 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, 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, VT, WA, WI, WV, WY

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