Julie E. Krehbiel
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Julie Elizabeth Krehbiel, CFP®, who also goes by Julie Ratterree, was a registered financial professional .
Julie is a previously registered financial professional and started their career in finance in 1991. Julie had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2001
Experience
October 19, 2009 - December 31, 2023
SIKICH FINANCIAL
September 21, 2009 - December 31, 2023
TRIAD ADVISORS LLC
January 11, 2008 - September 21, 2009
ASSIST INVESTMENT MANAGEMENT COMPANY, INC.
April 20, 2001 - January 15, 2008
A. G. EDWARDS & SONS, INC.
February 8, 1991 - January 15, 2008
A. G. EDWARDS & SONS, INC.
Primary Firm SEC Registration
SIKICH FINANCIAL
CRD#: 142640 / SEC#: 801-110142
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SIKICH FINANCIAL
CRD#: 142640 / SEC#: 801-110142
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,236 |
| AUM (Assets Under Management) | $ 919,996,863 |
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.
