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Julie E. Hall Labrune

Julie E. Hall Labrune

CFP®
VISION CAPITAL PARTNERS
ANN ARBOR, MI
·CRD# 4663254·23 years experience

Professional Summary

Julie E. Hall Labrune, CFP®, who also goes by Julie Elizabeth Burke, Julie Hall, Julie Elizabeth-burke Hall, is a registered financial advisor currently at VISION CAPITAL PARTNERS located in Ann Arbor, Michigan. Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Julie has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Julie Elizabeth Burke, Julie Hall, Julie Elizabeth-Burke Hall

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

CFP®
Certified Financial PlannerSince 2009

Years of Experience

23 years in the financial services industry

Current & Past Employments

VISION CAPITAL PARTNERS·CRD# 175147
RIA
2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105
October 9, 2020 - Present
PLANNING ALTERNATIVES LTD·CRD# 110268
RIA
Bloomfield Hills, MI
August 24, 2016 - October 29, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Ann Arbor, MI
October 9, 2013 - August 25, 2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Ann Arbor, MI
August 23, 2013 - August 25, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Southfield, MI
January 4, 2011 - July 16, 2013
FIRST HEARTLAND CAPITAL, INC.·CRD# 32460
BD
Bloomfield, MI
October 7, 2009 - January 5, 2011
OSAIC FA, INC.·CRD# 3978
RIA
Southfield, MI
June 14, 2006 - December 31, 2007
OSAIC FA, INC.·CRD# 3978
RIA
Southfield, MI
February 23, 2005 - December 31, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
February 23, 2005 - April 1, 2006
OSAIC FA, INC.·CRD# 3978
BD
Southfield, MI
February 23, 2005 - October 1, 2009
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
June 20, 2003 - February 9, 2005

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Current Firm

VC
VISION CAPITAL PARTNERS

VISION CAPITAL PARTNERS | VISION CAPITAL PARTNERS, INC.

CRD#: 175147 / SEC#: 801-100364
RIA
Registered Investment Advisory firm - SEC (6/12/2015 Approved)

Contact Information

Main Address

2211 Old Earhart Rd. Suite 155, Ann Arbor, MI 48105

Phone Number

(734) 356-3250

# of Employees

4

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (9/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

382

AUM (Assets Under Management)

$168,286,770

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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.

1) Varsity Tutors, Contractor tutoring, 30879 Asbury Hill Ct New Hudson Mi 48165, Tutor -Independent Contractor, Start Date: 10/2021, 40 hours devoted per month, 0 hour devoted per month during securities trading, Tutoring students for series 65 and CFP 2) Money Wellness Collaborative, LLC, Not Investment Related, 30879 Asbury Hill Ct. New Hudson MI 48165, LLC to pay overhead costs associated with business as an IAR and used for contract financial planning services, Owner, 10/2020, 0 hours per month devoted, 0 hours per month devoted during securities trading, separate LLC that pays the overhead costs associated with IAR business 3) Asbury Hill Estate Association, not investment related, subdivision association, Board member and Co-Trustee, 0 hours per month, 0 hours per month during securities trading, attend monthly meetings and work with Board Members and property management company to manage neighborhood. 4) Delegated Planning, 30879 Asbury Hill Ct. New Hudson MI 48165, Contract Financial Planning Services, contracted financial planner, 32 hours per month devoted per month, 0 hours during securities trading hours devoted, a separate LLC entity to perform contract financial planning, cash flow, retirement projections/Monte Carlo analysis, education planning analysis, risk management, and estate planning projections on a contract basis for Delegated Planning. 5) FPA of Michigan Board of Director, Not Investment Related, The Financial Planning Association of Michigan is an organization of financial planning practitioners and allied professionals throughout the State of Michigan sharing ideas, knowledge and support. The FPA of Michigan promotes its members in reaching their highest potential for serving their clients' needs. The FPA of Michigan is committed to give back to the communities in which they have membership, Board Member, Start Date: 09/2022, 1-2 hours per month devoted, 0 hours per month during securities holdings, Attend board meetings.

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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".
VC
VISION CAPITAL PARTNERS

VISION CAPITAL PARTNERS | VISION CAPITAL PARTNERS, INC.

CRD#: 175147 / SEC#: 801-100364
RIA
Registered Investment Advisory firm - SEC (6/12/2015 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.
IAR
Michigan
(10/9/2020)
IAR
Ohio
(10/6/2022)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2013About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Jun 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2003About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Julie E. Hall Labrune's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Julie E. Hall Labrune
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