Juli Mcneely
Juli Mcneely is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Spencer, WI, with 29 years of industry experience. Juli 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
702 E Willow Drive, Spencer, WI, 54479
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2015Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Juli is involved in numerous business activities, including tax management services, family partnership management, authoring/speaking, marketing/sales for Clarity by Design LLC, and serving on advisory boards. She also owns and manages Financial Clarity by Design, an independent insurance/investment firm, which takes up nearly all of her time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Transamerica Financial Resources, INC.Broker
State Registrations18 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.