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CFP
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CFP

Julie Bramlitt

Osaic Institutions, INC.
20 Years of Experience
Harrisburg, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Julie Bramlitt is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Harrisburg, PA, with 20 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

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

2407 Park Drive, Harrisburg, PA, 17110

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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 ActivitiesSells Insurance

Julie receives referrals from Mid Penn Trust Department and earns revenue overrides from Medicare plans sold through MediPlan Connect. These activities take minimal time each month.

Employment History
Current Registrations
Osaic Institutions, INC.
January 2019 - Present · 7 yrs 9 mos
Osaic Institutions, INC.Broker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2018 - October 2018 · 8 mos
Cetera Financial Specialists LLCBroker
February 2018 - October 2018 · 8 mos
Cetera Advisor Networks LLCBroker
November 2016 - January 2018 · 1 yr 2 mos
Cetera Advisor Networks LLC
November 2016 - January 2018 · 1 yr 2 mos
Cetera Investment Advisers LLC
February 2014 - October 2016 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
February 2014 - October 2016 · 2 yrs 8 mos
LPL Financial LLC
October 2012 - February 2014 · 1 yr 4 mos
LPL Financial LLCBroker
October 2012 - February 2014 · 1 yr 4 mos
Metlife Securities INC.
April 2008 - October 2012 · 4 yrs 6 mos
Metlife Securities INC.Broker
March 2006 - October 2012 · 6 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
March 2006 - July 2007 · 1 yr 4 mos
State Registrations14 states
ARCACOFLGAILMAMEMSMTNCNJPASC
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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