Julia Marie Thayer
Investment adviser representative at Csenge Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$3.2BFirm assets
14 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
10 years in the industry.
- Csenge Advisory Group, LLCMay 2026 to now
- Impact WealthAug 2024 to now
- Tasuki Sushi BistroDec 2021 to Jun 2025
- MisakiOct 2019 to Aug 2022
- Mca Central ParkMay 2019 to Aug 2019
- Unemployed/studentJan 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Csenge Advisory Group, LLC
$3.2BAssets managed
7,199Clients
70Advisers
14 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
- 7974660
- Firm CRD
- 131167