Julie E. Hall labrune
Investment adviser representative at Vision Capital Partners
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$168.3MFirm 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 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
8 years in the industry.
- Vision Capital PartnersOct 2020 to now
- Planning Alternatives LtdAug 2016 to Sep 2020
- Wines for HumanityDec 2012 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MI, OH).
Vision Capital Partners
Legal name: Vision Capital Partners, Inc.
$168.3MAssets managed
145Clients
2Advisers
11 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
- 4663254
- Firm CRD
- 175147