Julie Randich

Advisor at Edward Jones

Updated today

Location

Montesano, WA 98563

Credentials

Series 66

Industry experience

4 years

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning General estate planning guidance

Demographic focus

LGBTQIA Women's Finance Widow/Widower

Location

302 S Sylvia St

Montesano, WA 98563

Most active in

Texas · Washington

Work history

Edward Jones

2021 - Present (5 years)

Sipe Therapy Group

2017 - 2021 (4 years)

Olympia School District

2003 - 2016 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Susan S

CFP®, Series 65

Aberdeen, WA

Schreiner Financial Solutions

Susan Schreiner is a CFP® with three years of industry experience and is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA. She has worked with H&R Block in seasonal tax preparation since 2021 and has prior experience at Grays Harbor College and Pittsburg State University. Schreiner Financial Solutions provides both financial planning and tax preparation services under one firm. Schreiner Financial Solutions is a state-registered, fee-only advisory practice serving individuals and small businesses with hourly, as-needed financial planning and investment consultation. The firm follows a long-term, passive investment approach based on Modern Portfolio Theory, offering diversified asset allocations and low-cost index funds without discretionary management, and also provides free educational workshops to the community.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Garett F

Series 63, Series 65

Aberdeen, WA

Ashton Thomas Private Wealth

Garett Folkers is a financial advisor at Ashton Thomas Private Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward Jones for 22 years. Outside of his advisory role, he is a musician based in Aberdeen, WA. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households and retirement plans, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diverse investment approach utilizing mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to support advisers and clients.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
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Layne B

Series 66

Montesano, WA

OSAIC

Layne Bruner is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Royal Alliance Associates, INC. Outside the investment industry, he has worked in insurance sales and service through a sole proprietorship. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of advisors.

Annuities Founder/Business Owner Executive Retired

Michael B

Series 66

Aberdeen, WA

Edward Jones

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance

Jason O

Series 63, Series 66

Elma, WA

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Dustin H

Series 66

Aberdeen, WA

OSAIC

Dustin Hammond is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Harbor Investment Advisors. Outside of his advisory role, he is involved in insurance sales and service for various carriers as a sole proprietor. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools, offering access to multiple custodial platforms and a range of investment products.

Annuities Founder/Business Owner Executive Retired
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