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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 Marie Olander is a financial advisor with Ashton Thomas Private Wealth. Julie has been working in the financial industry since 2016. Julie has experience in providing financial planning, investment advisory services and insurance services. Julie also holds the Certified Financial Planner designation. Julie is registered with the state of Montana as an Investment Advisor Representative. Julie is also registered with the state of Colorado and Vermont as a Broker Dealer. Julie's primary office is located in Bozeman, Montana, but she also works with clients in Colorado and Arizona. Julie is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors. Ashton Thomas Private Wealth is a fee-based financial planning and investment management firm that is headquartered in Scottsdale, Arizona.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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2
MT
08/16/2022 - Present
Ashton Thomas Private Wealth (Bozeman MT)
CO
09/03/2019 - 07/11/2022
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
CO
02/07/2019 - 09/04/2019
1ST GLOBAL CAPITAL CORP. (Colorado Springs CO)
CO
10/03/2016 - 01/18/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 06/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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