Advisor at Greenstone Wealth Management
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Firm
Greenstone Wealth Management
Location
Forest City, IA 50436
Credentials
Series 65
Industry experience
< 1 year
Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.
Based on Greenstone Wealth Management
Based on Greenstone Wealth Management
Project based financial planning fixed fee ranging from $600 to $1,000
$0 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
Ongoing financial planning $100 upfront plus $50 per month
Fee-only: Project based financial planning fixed fee ranging from $600 to $1,000; Ongoing financial planning $100 upfront plus $50/month
101 N Clark St
Forest City, IA 50436
Iowa
Greenstone Wealth Management
2025 - Present (1 year)
Forest City Chamber of Commerce
2022 - 2025 (3 years)
Bear Creek Golf Course
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Forest City, IA
Greenstone Wealth Management
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
Series 65
Forest City, IA
Greenstone Wealth Management
Series 63, Series 65
Forest City, IA
Oasis Advisors
Series 66
Clear Lake, IA
Independent Wealth Network, Inc.
Series 63, Series 65
Lititz, PA
Oasis Advisors
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