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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Rush is a financial advisor currently registered with Prairie Capital Management Group, LLC. Julie has been in the financial services industry since 2005 and holds the Series 66, Series 7 and SIE exams. She is also registered with the state of Missouri. Julie has worked with a variety of clients, including insurance companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit-sharing plans. She specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. She is located in Kansas City, Missouri and has worked at Prairie Capital Management Group, LLC since April 2021. Prior to that, Julie worked at UMB Financial Services, Inc. from August 2010 to April 2021 and George K. Baum & Company from January 2005 to August 2010.
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.
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.
Credit and cash mgmt solutions and insurance solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing frs & eligible credit & cash management solution
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2
MO
04/20/2021 - Present
Prairie Capital Management Group, LLC (Kansas City MO)
MO
08/09/2010 - 04/01/2021
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
01/11/2005 - 08/02/2010
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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