Julie M. Kist
Professional summary
Julie M. Kist, CFP®, who also goes by Julie M. Shelley, Julie Marie Shelley, was a registered financial advisor .
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Julie had worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
May 26, 2026 - Present
July 15, 2025 - April 30, 2026
CONSTELLATION WEALTH ADVISORS
February 5, 2024 - January 23, 2025
LPL FINANCIAL LLC
June 10, 2022 - February 16, 2024
OPUS CAPITAL MANAGEMENT
November 19, 2008 - January 26, 2015
FOURTH STREET FINANCIAL GROUP, INC.
January 4, 2008 - September 12, 2008
NATCITY INVESTMENTS, INC.
May 31, 2006 - April 16, 2007
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/26/2026)
Exams
Current firm
No current employment
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.
