Julie J. Cassatt-olsen

DOCEO WEALTH

Meridian, ID 83642

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CRD#: 4011677

Professional summary

Julie Jean Cassatt-olsen, who also goes by Julie Jean Cassatt, Julie Olsen, is a registered financial advisor currently at DOCEO WEALTH, LLC located in Meridian, Idaho.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Julie has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Jean Cassatt | Julie Olsen

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.

1.) Doceo Life, LLC; Investment related; Insurance broker and owner selling life, disability, health, long-term care insurance products and annuities; Broker; Located at 1880 S Cobalt Point Way Suite 350 Meridian ID 83642; 5 hours per week; Commissions. 2.) Mary Kay Cosmetics; Not investment related; Beauty consultant; Consultant; Located at 12405 W Hidden Point Dr Star Idaho 83669; 3 hours per month; Commissions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Jean Cassatt-olsen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 20, 2020 - Present

DOCEO WEALTH, LLC

Office #1: 1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642

RIA

CRD#: 310415

Meridian, ID

Past

September 29, 2016 - December 11, 2020

LEGACY WEALTH MANAGEMENT, LLC

RIA

CRD#: 174767

Meridian, ID

Past

June 15, 2015 - September 30, 2016

UCI WEALTH ADVISORS LLC

RIA

CRD#: 154884

MERIDIAN, ID

Past

May 10, 2013 - May 27, 2015

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

BOISE, ID

Past

January 25, 2013 - May 10, 2013

FINANCIAL ADVISERS OF AMERICA, LLC

RIA

CRD#: 142170

BOISE, ID

Past

April 16, 2012 - July 23, 2012

AVIER WEALTH ADVISORS

RIA

CRD#: 161077

BELLEVUE, WA

Past

September 24, 2007 - June 28, 2012

RETIREMENT ASSET MANAGEMENT, LLC

RIA

CRD#: 140866

BELLEVUE, WA

Past

July 5, 2007 - July 26, 2007

THE PACIFIC FINANCIAL GROUP, INC.

RIA

CRD#: 105203

BELLEVUE, WA

Past

February 23, 2000 - September 9, 2002

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

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".

DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA

Registered Investment Advisory firm - (10/6/2020 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.

Highlighted states indicate IAR registrations

IAR

Idaho
(10/20/2020)

IAR

Washington
(8/27/2021)

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

State Security Law Exam

IAR

Series 65

Date: 5/3/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/21/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA

Registered Investment Advisory firm - (10/6/2020 Approved)

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Contact information

Main Address

1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642

Mailing Address

Phone number

(208) 350-7274

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	614
AUM (Assets Under Management)	$ 242,793,200

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.

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Advisor Monitoring

Firm Stability Insights

Julie J. Cassatt-olsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Jean Cassatt-olsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH MANAGEMENT, LLC

UCI WEALTH ADVISORS LLC

J. W. COLE ADVISORS, INC.

FINANCIAL ADVISERS OF AMERICA, LLC

AVIER WEALTH ADVISORS

RETIREMENT ASSET MANAGEMENT, LLC

THE PACIFIC FINANCIAL GROUP, INC.

SIGNATOR FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

DOCEO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2007

Series 63

Date: 2/21/2000

Series 6

Date: 2/21/2000

Current Firm

DOCEO WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOCEO WEALTH, LLC

TRUST BUT VERIFY

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