Julie Meyer is a registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 19 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5353 Wayzata Boulevard, Suite 602, St Louis Park, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie is a producing OSJ for Bennett, Mastin and Kosmak Inc., providing OSJ services and servicing branch orphan accounts, dedicating about a quarter of her time. She also serves as an elected board member for the Isanti County Commission on Aging, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
Summit Brokerage Services, INC.Broker
Girard Securities, INC.Broker
Legend Equities CorporationBroker
Investors Capital CORP.Broker
Vsr Financial Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.