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Julie Anne Vetter

Sorrento Pacific Financial, LLC

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About Julie Anne Vetter

Julie Anne Vetter is a financial advisor with Sorrento Pacific Financial, LLC located in Mankato, MN. Julie has been in the financial industry since 1994. Julie is licensed to provide financial advice in Minnesota. Julie's primary firm is Sorrento Pacific Financial, LLC and has held previous roles with LINSCO/Private Ledger Corp., Primevest Financial Services, Inc. and CFS Brokerage Corp.. Julie holds Series 7 and Series 63 licenses.

Firm Information

Julie Vetter is currently registered with Sorrento Pacific Financial, LLC. Sorrento Pacific Financial, LLC is a California-based financial advisory firm founded in 2003. With over 129 registered representatives and $192,507,423 in regulatory assets under management, the firm provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. Sorrento Pacific Financial, LLC also participates in wrap fee programs.
Sorrento Pacific Financial, LLC

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$192.51M

Assets Under Management

239

Total Clients

30

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Vetter’s Registration & Firm History

MN

10/17/2008 - Present

Sorrento Pacific Financial, LLC (MANKATO MN)

MN

12/14/2006 - 09/13/2007

LINSCO/PRIVATE LEDGER CORP. (MANKATO MN)

MN

06/29/1998 - 10/17/2006

PRIMEVEST FINANCIAL SERVICES, INC. (MANKATO MN)

NY

01/21/1993 - 06/22/1998

CFS BROKERAGE CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Anne Vetter.
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