Julie Lynn Brim
Investment adviser representative at Spiegelman Wealth Management, Inc.
25 yearsExperience
1 stateRegistered in
$443MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Spiegelman Wealth Management, Inc.Jul 2025 to now
- Commonwealth Financial NetworkFeb 2018 to Jul 2025
- Northwestern Mutual Wealth Management CompanyMay 2007 to Feb 2018
- Northwestern Mutual Investment Services, LLCMar 2001 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Spiegelman Wealth Management, Inc.
$443MAssets managed
183Clients
3Advisers
1 yearIn 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
- 4357964
- Firm CRD
- 336637