Julie Jean Cassatt-olsen
Investment adviser representative at Doceo Wealth, LLC
26 yearsExperience
2 statesRegistered in
$274MFirm assets
6 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Doceo Wealth, LLCOct 2020 to now
- Doceo Life, LLCApr 2019 to now
- Mary Kay CosmeticsMar 2000 to now
- Altruist Advisors GroupOct 2018 to Sep 2020
- Legacy Wealth Management, LLCSep 2016 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
Doceo Wealth, LLC
$274MAssets managed
301Clients
6Advisers
6 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
- 4011677
- Firm CRD
- 310415