Julie Wilson is a registered investment advisor, based in Dubuque, IA, with 15 years of industry experience.
Location
3390 Asbury Road, Dubuque, IA, 52002
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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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Julie works as an RIA Trade Specialist for Honkamp Krueger Financial Services since 2005. This role takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
January 2026 - Present · 4 mos
Cetera Wealth Services, LLCBroker
January 2026 - Present · 4 mos
Cetera Financial Specialists LLCBroker
January 2026 - Present · 4 mos
Cetera Advisors LLCBroker
January 2026 - Present · 4 mos
Cetera Advisors LLC
January 2026 - Present · 4 mos
Cetera Investment Services LLC
January 2026 - Present · 4 mos
Cetera Wealth Services, LLC
January 2026 - Present · 4 mos
Cetera Financial Specialists LLC
January 2026 - Present · 4 mos
Avantax Planning Partners, INC.
May 2010 - Present · 16 yrs
State Registrations1 state
IA
Advisor
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Exams
No exam information available for this advisor.