Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juli? Claim Your ProfileJuli Wilder is a financial advisor with Thrivent Advisor Network, LLC. Juli has been in the industry since 2003. Juli is registered with the state of Minnesota and is a Series 6, 7, 63, 66, and SIE licensed professional. Juli is a specialist in providing financial planning, investment advisory, and retirement planning services to individuals, high net worth individuals, corporations, pension plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
03/26/2021 - Present
Thrivent Advisor Network, LLC (MINNEAPOLIS MN)
MN
06/20/2016 - 04/01/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
01/06/2012 - 08/26/2014
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
MN
07/01/2002 - 12/31/2011
THRIVENT INVESTMENT MANAGEMENT INC. (MINNETONKA MN)
MN
06/11/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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