Julie Hassna
Julie Hassna is a CFP, ChFC-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Roseville, CA, with 11 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1420 Rocky Ridge Drive, Roseville, CA, 95661
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Julie is also a board director for Active 20-30 of Greater Sacramento, dedicating a few hours per week to meetings, fundraising, and volunteer events.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations22 states
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