Julia Sipple
Julia Sipple is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Seattle, WA, with 17 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
601 Union St Ste 2500, Seattle, WA, 98101
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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.
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Julia co-owns an investment property since 2017, dedicating minimal time to it. She also serves as co-treasurer for Hazelwood Elementary School PTA, a non-profit organization, spending minimal time maintaining their accounting ledger.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Directional Financial Services
Empirical Wealth Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations51 states
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