JS
CFP
JS
CFP

Julieann Elizabeth Schroeder

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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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

Julieann is the President and Owner of Sincere Financial, Ltd., a flow-through entity for tax purposes, and the President of Kingswood Farm Homeowners Association. She is also a financial advisor at Everest Financial Group, LLC, dedicating nearly full-time hours to registered investment advisory activities and financial planning, and spends a few hours per week at USAdvisors Insurance Agency providing insurance solutions.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Everest Financial Group
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Usadvisors Wealth Management, LLC
November 2011 - January 2020 · 8 yrs 2 mos
Securities America, INC.Broker
November 2011 - June 2024 · 12 yrs 7 mos
Focus Financial
May 2005 - November 2011 · 6 yrs 6 mos
Royal Alliance Associates, INC.Broker
May 1999 - November 2011 · 12 yrs 6 mos
Fortis Investors, INC.Broker
October 1995 - May 1999 · 3 yrs 7 mos
Investment Management & Research, INCBroker
April 1989 - October 1995 · 6 yrs 6 mos
State Registrations4 states
AZCOMNWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.