Julia Madelyn Maguran
Investment adviser representative at Isto Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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
Experience
10 years in the industry.
- Isto Advisors, LLCFeb 2024 to now
- Plante Moran Financial AdvisorsAug 2020 to Feb 2024
- Gap Inc.Feb 2020 to Aug 2020
- Merrill LynchMay 2018 to Feb 2020
- Oakland UniversitySep 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, MI).
Isto Advisors, LLC
$1.1BAssets managed
404Clients
11Advisers
10 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
- 6962121
- Firm CRD
- 284560