Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Rothmeier is a financial advisor with LPL Financial LLC, based in Cloquet, MN. Julie has been in the financial services industry since 1994 and has a strong track record of helping clients achieve their financial goals. Julie is registered with FINRA and the state of Minnesota, and holds the Series 7 and Series 66 licenses. She is also a registered Investment Advisor Representative in Florida and Minnesota. Julie is passionate about providing personalized financial advice to help individuals and families plan for their future.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
12/02/2024 - Present
LPL Financial LLC (CLOQUET MN)
MN
12/13/2000 - 04/05/2006
WELLS FARGO INVESTMENTS, LLC (CLOQUET MN)
MN
12/14/2000 - 03/14/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
04/05/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
05/13/1994 - 04/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/13/1994 - 04/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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