Julieann Schroeder, financial advisor Wayzata MN
96 score

Julieann Schroeder

CRD Number: 1941592
Current Firm: Usadvisors Wealth Management, LLC

Julieann Schroeder (CRD# 1941592) is an Investment Advisor Representative working at Usadvisors Wealth Management, LLC in Wayzata, MN and has over 27 years of experience in the finance industry. Julieann Schroeder 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.

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Professional Designations
Company Name Location Dates Years
Usadvisors Wealth Management, LLC Wayzata, MN Nov 2011 - Current 5
Securities America, Inc. Wayzata, MN Nov 2011 - Current 5
Focus Financial Network Minneapolis, MN May 1999 - Nov 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Julieann E. Schroeder
Phone Number: 952-829-0000
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $132,271
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
Types of Clients
Registered States

AZ, DC, FL, GA, HI, IA, IL, IN, MA, MD, MI, MN, MO, ND, NE, NH, NV, OH, PR, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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