Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie S. Grosso is an Investment Advisor Representative at Johnson Wealth Inc., where she has been employed since January 2017. She is also an Officer-Wealth Advisor at Johnson Bank and has been with them since January 2017. Before that, she was employed at SVA Plumb Trust Company from January 2012. Julie is registered with the state of Wisconsin as an Investment Advisor Representative and holds a Series 65 license.
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.
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.
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WI
06/13/2017 - Present
Johnson Wealth Inc. (Madison WI)
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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