Julie Lefevre is a registered investment advisor, based in Green Bay, WI, with 31 years of industry experience.
Location
487 Riverwood Lane, Green Bay, WI, 54313
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie is a Client Service Associate at KeberRose Wealth Management since 2021, dedicating about a quarter of her time to preparing client documents, processing trades, and responding to client requests. She also sells fixed and variable annuities, dedicating about 10% of her time to this activity.
Employment History
Current Registrations
Apw Capital, INC.Broker
Kerberrose Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Valmark Securities, INC.Broker
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Schenck Investment Solutions LLC
Northwestern Mutual Investment Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
Proequities, INC.Broker
Norwest Investment Services, INC.Broker
Associated Investment Services, INC.Broker
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.