Julie A. Prinkey
Professional summary
Julie A Prinkey, CFP®, who also goes by Julie Ann IVes, Julie Ann Prinkey, Julie Ann Wickenhauser, Julie Ann Wickenhauser-ives, Julie Ann Wickenhauserives, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Saint Charles, Missouri and FIDELITY BROKERAGE SERVICES LLC located in St. Louis, Missouri.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Julie has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie A Prinkey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Education
Eastern Illinois University
Bachelor of Business Administration - Finance
1987
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131July 24, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1524 S. Lindbergh Boulevard, St. Louis, MO 63131July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 12, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
October 31, 2013 - July 16, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 31, 2013 - July 16, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
December 19, 2012 - September 25, 2013
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
October 23, 2012 - November 7, 2012
GWN SECURITIES INC.
October 23, 2012 - September 19, 2013
GWN SECURITIES INC.
March 31, 2011 - October 10, 2012
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
March 31, 2011 - October 10, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
January 31, 2011 - February 24, 2011
J.A. GLYNN INVESTMENTS, LLC.
January 31, 2011 - February 24, 2011
J.A. GLYNN INVESTMENTS, LLC.
April 13, 2009 - January 18, 2011
PLANMEMBER SECURITIES CORPORATION
April 13, 2009 - January 18, 2011
PLANMEMBER SECURITIES CORPORATION
January 9, 2009 - March 16, 2009
PLANMEMBER SECURITIES CORPORATION
January 9, 2009 - March 16, 2009
PLANMEMBER SECURITIES CORPORATION
June 9, 2008 - October 28, 2008
WELLS FARGO CLEARING SERVICES, LLC
March 8, 2007 - June 13, 2008
ARGENT CAPITAL MANAGEMENT LLC
May 18, 1998 - November 13, 2006
CHARLES SCHWAB & CO., INC.
August 12, 1997 - November 13, 2006
CHARLES SCHWAB & CO., INC.
February 22, 1995 - April 4, 1997
A. G. EDWARDS & SONS, INC.
September 19, 1989 - February 3, 1995
EDWARD JONES
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/18/2020)
(8/1/2018)
(8/15/2017)
(10/9/2019)
(10/9/2019)
(3/4/2022)
(7/24/2014)
(7/24/2014)
(11/18/2021)
(8/16/2017)
(10/29/2025)
(3/4/2025)
(10/14/2024)
(1/16/2020)
(10/8/2021)
(7/24/2014)
(3/31/2025)
(10/8/2021)
(1/21/2022)
(10/27/2020)
(10/10/2019)
(5/20/2023)
(4/8/2019)
(7/8/2022)
(9/14/2020)
(8/15/2017)
(3/31/2025)
(12/16/2019)
(10/9/2019)
(12/18/2020)
(8/1/2018)
Exams
Series 8
Date: 12/18/1995
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Saint Charles, MOTRUST BUT VERIFY
Monitor Julie Prinkey
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