Julian Earl Gottshall
Investment adviser representative at Pfg Advisors
12 yearsExperience
2 statesRegistered in
$3.3BFirm assets
11 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
Experience
12 years in the industry.
- United PlannersNov 2025 to now
- Pfg Advisors, LLCSep 2022 to now
- Julian GottshallJul 2021 to now
- Occu Investment ServicesJul 2021 to now
- Oregon Communitycredit UnionJul 2021 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Aug 2021 to Jun 2024
- UnemployedNov 2020 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Nov 2021
- Bank of America, N.A.Jan 2019 to Mar 2020
- University of OregonMar 2015 to Sep 2018
- Lane Community CollegeSep 2014 to Dec 2018
- Dutch Bros Eugene LLCMay 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
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
- 7240859
- Firm CRD
- 173344