Julieann Elizabeth Schroeder
Investment adviser representative at Everest Financial Group
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Everest Financial GroupJan 2020 to now
- Securities America, IncNov 2011 to Jun 2024
- Usadvisors Wealth Management, LLCNov 2011 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (MN).
Everest Financial Group
Legal name: Everest Financial Group LLC
$1BAssets managed
1,940Clients
12Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1941592
- Firm CRD
- 137260