Julie Meyer (CRD# 1171125) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minnetonka, MN and has over 16 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Dec 2015 - Current | 8 |
| Cetera Advisors LLC | Denver, CO | Dec 2015 - Jan 2019 | 3 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2015 - Jan 2019 | 3 |
| Cetera Investment Services LLC | Saint Cloud, MN | Dec 2015 - Jan 2019 | 3 |
| First Allied Securities, Inc. | San Diego, CA | Dec 2015 - Jan 2019 | 3 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Dec 2015 - Jan 2019 | 3 |
| Girard Securities, Inc. | San Diego, CA | Dec 2015 - Nov 2017 | 1 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Dec 2015 - Dec 2016 | 1 |
| Investors Capital Corp. | Lynnfield, MA | Dec 2015 - Nov 2016 | < 1 |
| Vsr Financial Services, Inc. | Overland Pakr, KS | Dec 2015 - Nov 2016 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Dec 2015 - Dec 2015 | < 1 |
| Advanced Wealth Mgmt Group | Minneapolis, MN | Oct 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
- MN
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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