Julianne Brawner Hoerman
Investment adviser representative at Nexus One Financial Advisors LLC
22 yearsExperience
1 stateRegistered in
$552MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Nexus One Financial Advisors LLCNov 2025 to now
- Retirement Planners of AmericaJan 2025 to Nov 2025
- Market DoctorsSep 2023 to Nov 2023
- Grapevine Dcj LLCApr 2023 to Sep 2023
- Rodan + Fields DermatologistFeb 2013 to Jan 2025
- ShakleeJul 2004 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Nexus One Financial Advisors LLC
$552MAssets managed
685Clients
6Advisers
1 yearIn 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
- 8201371
- Firm CRD
- 336809