Julia Helena Angell
Investment adviser representative at Nisa Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$343.9BFirm assets
32 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Nisa Investment Advisors, LLCMar 2022 to now
- Lockton CompaniesJun 2021 to Mar 2022
- Um International Trade CenterJan 2021 to May 2021
- KpmgJul 2020 to Aug 2020
- Buttonwood Business CenterJun 2019 to May 2021
- University of Missouri Research ReactorJul 2018 to May 2019
- Buffalo Wild WingsMay 2018 to Aug 2018
- University of MissouriAug 2017 to May 2021
- Cave Springs Golf CenterMar 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Nisa Investment Advisors, LLC
$343.9BAssets managed
440Clients
82Advisers
32 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
- 8250389
- Firm CRD
- 107313