Julie A. Wendholt
KESTRA ADVISORY SERVICES | Financial Advisor
Port Jefferson, NY 11777
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CRD#: 2292944
Professional summary
Julie Anne Wendholt, who also goes by Julie Anne Blank, Julie A Wendholt, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Port Jefferson, New York and KESTRA INVESTMENT SERVICES, LLC located in Port Jefferson, New York.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Julie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Sustainable and Responsible In...
Women's Financial Strategies
Financial Strategies for LGBTQ...
Are you a "fiduciary"?
Yes
Aliases
Julie Anne Blank | Julie A Wendholt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/07/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COASTLINE WEALTH MANAGMENT POSITION: Registered Representative. NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/07/2025 ADDRESS: 1303 Main St, Port Jefferson NY 11777, United States DESCRIPTION: I will offer financial planning, investment recommendations, and insurance planning for clients. Name: 672 ELM ST LLC POSITION: partner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 07/07/2025 ADDRESS: 672 Elm St, New Haven CT 06511, United States DESCRIPTION: Landlord.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Anne Wendholt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 7, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1303 Main St, Port Jefferson, NY 11777RIA
CRD#: 283330
Port Jefferson, NY
Current
July 7, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1303 Main Street, Port Jefferson, NY 11777BD
CRD#: 42046
Port Jefferson, NY
Past
June 28, 2019 - July 11, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PARAMUS, NJ
Past
June 28, 2019 - July 11, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PARAMUS, NJ
Past
March 31, 2014 - July 2, 2019
MORGAN STANLEY
RIA
CRD#: 149777
PEARL RIVER, NY
Past
March 4, 2014 - July 2, 2019
MORGAN STANLEY
BD
CRD#: 149777
PEARL RIVER, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(7/7/2025)
RR
Connecticut(7/7/2025)
RR
Delaware(7/7/2025)
RR
Florida(7/7/2025)
RR
Indiana(7/7/2025)
RR
New Hampshire(11/4/2025)
RR
New Jersey(7/7/2025)
RR
New York(7/7/2025)
IAR
New York(7/7/2025)
RR
North Carolina(11/4/2025)
RR
Pennsylvania(11/4/2025)
RR
Texas(7/7/2025)
IAR
Texas(7/7/2025)
RR
Washington(7/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Company Information
KESTRA ADVISORY SERVICES, LLC
Financial AdvisorCRD#: 283330Port Jefferson, NY 11777TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
