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CFP
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CFP

Julie Burenga

LPL Financial LLC
26 Years of Experience
Fort Wayne, IN
Broker
View SEC Summary
View SEC Summary

Julie Burenga is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, with 26 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

6209 Constitution Drive, Fort Wayne, IN, 46804

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Julie operates Jehl & Kreilach Financial Management, LLC as a DBA for her LPL business, dedicating about 40% of her time to it. She also owns JTB Farms, LLC, spending minimal time on it, and is a non-profit board member for Van Wert City Schools, also spending minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2023 - Present · 3 yrs 4 mos
LPL Financial LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
May 2005 - June 2023 · 18 yrs 1 mo
Cambridge Investment Research Advisors, INC.
May 2005 - June 2023 · 18 yrs 1 mo
Raymond James Financial Services
July 2002 - May 2005 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2002 - May 2005 · 2 yrs 11 mos
Wells Fargo Investments, LLC
April 2001 - June 2002 · 1 yr 2 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - June 2002 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
December 2000 - June 2002 · 1 yr 6 mos
Wells Fargo Securities INC.Broker
December 2000 - May 2001 · 5 mos
Wells Fargo Brokerage Services, L.L.C.Broker
July 2000 - December 2000 · 5 mos
State Registrations1 state
IN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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