Julia Anderson is a ChFC-designated registered investment advisor at Haese Financial Group INC, based in Jackson, WI, with 42 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Haese Financial Group offers investment management services where they help clients define their investment goals and then manage their investments accordingly. They monitor the portfolio and meet with clients as needed. The annual fee for investment management is a percentage of the assets they manage, and it's negotiable.
- Under $1,000,000: 0.75% to 2.00% per year
- Over $1,000,000: 0.50% to 1.50% per year
Location
N168 W21931 Main Street, Jackson, WI, 53037
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Julia is a co-owner of a food business since 2014, dedicating minimal time to it. She also works as an independent agent, spending about half her time on this activity.
Employment History
Current Registrations
Haese Financial Group INC
Superior Financial Services,inc.Broker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations13 states
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.