Julie Takkunen is a registered investment advisor at Osaic Wealth, INC., based in Hibbing, MN, with 6 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
214 East Howard St, Ste 4, Hibbing, MN, 55746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julie is the director/teacher for Crescendo Youth Orchestra, a non-profit organization, and co-treasurer for the local chapter of the American Association of University Women. She also works as an advisor for Counterpoint Financial, dedicating nearly full-time hours to advising clients.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations5 states
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