Julie Riemer, financial advisor Stillwater MN
93 score

Julie Riemer

CRD Number: 5534310
Current Firm: Lpl Financial LLC

Julie Riemer (CRD# 5534310) is an Investment Advisor Representative working at Lpl Financial LLC in Stillwater, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Stillwater, MN Jul 2014 - Current 2
Waddell And Reed, Inc. St. Paul, MN May 2009 - Jul 2014 5
Various Insurance Carriers For W & R Insurance Agencies Osceola, WI May 2009 - Jul 2014 5
River Valley Swim Club Osceola, WI Jun 2010 - Jan 2013 2
Unemployed Osceola, WI Apr 2009 - May 2009 < 1
Edward Jones Osceola, WI May 2008 - Apr 2009 < 1
Unemployed Osceola, WI Mar 2008 - May 2008 < 1
Star Exhibits And Environments Minneapolis, MN Jun 2007 - Mar 2008 < 1
St Croix Valley Hardwoods Luck, WI Apr 2007 - Jun 2007 < 1
Synergetic Solutions Forest Lake, MN Jan 2007 - Apr 2007 < 1
St Croix Festival Theatre St Croix Falls, WI Sep 2006 - Feb 2007 < 1
Accent Landscaping New Richmond, WI Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Julie J. Riemer
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • 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, 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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