Julie Denise Mcdaniel
Investment adviser representative at Impactfolio LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$288.9MFirm assets
Are you Julie Denise Mcdaniel? Claim your profile
Contact this firm
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
13 years in the industry.
- Impactfolio LLCFeb 2019 to now
- Sharkey, Howes & Javer IncOct 2013 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Impactfolio LLC
$288.9MAssets managed
127Clients
3Advisers
5 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
- 4673079
- Firm CRD
- 291716