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Julie Lynne Baker

Osaic Wealth, Inc.

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About Julie Lynne Baker

Julie Baker is a financial professional with over 25 years of experience in the industry. Currently, Julie is a registered representative at Osaic Wealth, Inc. Julie provides financial planning services, portfolio management for individuals and businesses, and specializes in education seminars. Julie's previous experience includes positions at Woodbury Financial Services, Inc. and Hartford Equity Sales Company Inc.. Julie holds Series 6 and 26 licenses, as well as the Securities Industry Essentials (SIE) examination.

Firm Information

Julie Baker is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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 Baker’s Registration & Firm History

AZ

01/19/2024 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

MN

01/22/2007 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

01/02/2003 - 02/09/2007

HARTFORD EQUITY SALES COMPANY INC. (WOODBURY MN)

PA

01/12/2002 - 12/20/2002

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)

MN

06/23/1997 - 12/31/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 03/08/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Lynne Baker.
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