Julie Ann Betchwars
CFP®Professional Summary
Julie Ann Betchwars, CFP®, who also goes by Julie A Betchwars, Julie Ann Morris, was a registered financial advisor. Julie was a previously registered financial professional and started their career in finance 1994 - 2023. Julie had worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Management
- Retirement Planning
- Insurance Planning
- Social Security Planning
- Long-term Care
- Investment Planning
Other Aliases
Julie A Betchwars, Julie Ann Morris
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
32 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
CAISSA WEALTH STRATEGIES | NAME1008 | KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES | KP FINANCIAL MANAGEMENT DBA CHANNEL FINANCIAL WEALTH, LLC | KP FINANCIAL MANAGEMENT DBA CAISSA WEALTH STRATEGIES | CHANNEL FINANCIAL WEALTH LLC | CAISSA WEALTH STRATEGIES, LLC
Contact Information
Main Address
7825 Washington Ave S. Suite 725, Bloomington, MN 55439Phone Number
(612) 426-6007# of Employees
10SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
175AUM (Assets Under Management)
$296,976,582Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/22/2025 | Cover Page | Report |
| 10/29/2024 | Cover Page | Report |
| 10/28/2024 | Cover Page | Report |
| 01/17/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CAISSA WEALTH STRATEGIES | NAME1008 | KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES | KP FINANCIAL MANAGEMENT DBA CHANNEL FINANCIAL WEALTH, LLC | KP FINANCIAL MANAGEMENT DBA CAISSA WEALTH STRATEGIES | CHANNEL FINANCIAL WEALTH LLC | CAISSA WEALTH STRATEGIES, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Julie
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Management
- Retirement Planning
- Insurance Planning
- Social Security Planning
- Long-term Care
- Investment Planning
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