Advisor at Julie A. Wurst, CFP, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Julie A. Wurst, CFP, LLC
Location
Tacoma, WA
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Fee-only: Hourly charges and Fixed fees as reported in SEC Form ADV Part 1
Tacoma, WA
Washington
Julie A. Wurst, CFP, LLC
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
Seneschal Advisors, Llc
2014 - 2016 (2 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.
CFP®, Series 63, Series 65, Series 66
Kent, WA
APEX Tax & Financial Planning
Series 63, Series 65
Puyallup, WA
Cornerstone Asset Management, LLC
Series 63, Series 65
Puyallup, WA
Pace Wealth Advisors
Series 65
Tacoma, WA
Strategic Asset Management
ChFC®, Series 65
Edgewood, WA
EnoughFP LLC
Series 63
Auburn, WA
J Dostal Investments
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