Julie Bjorklund

CETERA INVESTMENT ADVISERS LLC

Schaumburg, IL 60173

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CRD#: 4413808

Professional summary

Julie Bjorklund, CFP®, who also goes by Julie Elizabeth Bjorklund, Julie Elizabeth Sullivan, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Schaumburg, Illinois and CETERA WEALTH SERVICES, LLC located in Schaumburg, Illinois.

Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Julie has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Elizabeth Bjorklund | Julie Elizabeth Sullivan

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. NAME OF OTHER BUSINESS: JEB FINANCIAL HOLDINGS, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: S CORP, START DATE:10/2021, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CORP FOR EXPENSE MANAGEMENT; 2. NAME OF OTHER BUSINESS: KAPRAUN AND BJORKLUND WEALTH ADVISORS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Bjorklund'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1515 E Woodfield Rd Suite 100, Schaumburg, IL 60173

RIA

CRD#: 105644

Schaumburg, IL

Current

November 3, 2021 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1515 E Woodfield Rd Suite 100, Schaumburg, IL 60173

CRD#: 13572

Schaumburg, IL

Past

November 3, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 4

HANOVER PARK, IL

Past

October 28, 2004 - February 15, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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.

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

Arizona
(11/3/2021)

Arkansas
(11/3/2021)

California
(11/3/2021)

Colorado
(11/3/2021)

Florida
(11/3/2021)

Georgia
(11/3/2021)

Illinois
(11/3/2021)

IAR

Illinois
(6/29/2023)

Indiana
(11/3/2021)

Kentucky
(11/3/2021)

Michigan
(11/3/2021)

Minnesota
(3/28/2023)

Missouri
(4/21/2023)

Montana
(11/3/2021)

New York
(11/3/2021)

North Carolina
(11/27/2024)

Oklahoma
(11/3/2021)

South Carolina
(11/3/2021)

Tennessee
(11/3/2021)

Texas
(11/3/2021)

IAR

Texas
(6/29/2023)

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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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Julie Bjorklund

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Bjorklund's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

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A. G. EDWARDS & SONS, INC.

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/9/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/11/2005

Series 6

Date: 10/25/2004

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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