Julie Rothmeier
Julie Rothmeier is a registered investment advisor at LPL Financial LLC, based in Cloquet, MN, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
615 Sunnyside Dr, Cloquet, MN, 55720-1152
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2014Customer Dispute
October 2008Customer Dispute
May 2002Other Business Activities
Julie is involved with the Cloquet Rotary Club, a non-profit organization, dedicating minimal time. She also operates her LPL business under the DBA Strategic Wealth Partners, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLC
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.