Julie Bjorklund
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
- Seminars and workshops
Experience
11 years in the industry.
- Kapraun and Bjorklund Wealth Advisors LLCJan 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCNov 2021 to now
- Jeb Financial Holdings, Inc.Oct 2021 to now
- Martingale Investment Group, LLCOct 2021 to Oct 2025
- Trinity Lutheran SchoolOct 2017 to Dec 2022
- Raymond James & AssociatesMay 2017 to Nov 2021
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors, LLCFeb 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4413808
- Firm CRD
- 105644