Julie D. Mcdaniel

IMPACTFOLIO LLC

Denver, CO 80206

Some features on this profile are disabled

CRD#: 4673079

Professional summary

Julie Denise Mcdaniel, CFP®, who also goes by Julie Denise Fletcher, is a registered financial advisor currently at IMPACTFOLIO LLC located in Denver, Colorado.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Julie has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Denise Fletcher

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Denise Mcdaniel'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

February 15, 2019 - Present

IMPACTFOLIO LLC

Office #1: 44 Cook Street Suite 100, Denver, CO 80206

RIA

CRD#: 291716

Denver, CO

Past

January 8, 2014 - February 6, 2019

SHARKEY HOWES & JAVER INC

RIA

CRD#: 106050

DENVER, CO

Past

April 13, 2009 - April 2, 2013

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DENVER, CO

Past

April 13, 2009 - April 2, 2013

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DENVER, CO

Past

October 29, 2007 - January 7, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

DENVER, CO

Past

October 1, 2007 - January 7, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

DENVER, CO

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".

IMPACTFOLIO LLC

CRD#: 291716 / SEC#: 801-121482

RIA

Registered Investment Advisory firm - (5/18/2021 Approved)

California

Registered Investment Advisory firm - (7/31/2021 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(12/6/2019)

IAR

Colorado
(2/15/2019)

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 66

Date: 10/26/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/28/2007

General Securities Representative Examination

Current Firm

IMPACTFOLIO LLC

CRD#: 291716 / SEC#: 801-121482

RIA

Registered Investment Advisory firm - (5/18/2021 Approved)

California

Registered Investment Advisory firm - (7/31/2021 Terminated)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

44 Cook Street Suite 100, Denver, CO 80206

Mailing Address

44 Cook Street Suite 100, Denver, CO 80206

Phone number

(844) 218-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	509
AUM (Assets Under Management)	$ 231,686,215

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.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julie D. Mcdaniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

IMPACTFOLIO LLC

SHARKEY HOWES & JAVER INC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

IMPACTFOLIO LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2007

Series 7

Date: 9/28/2007

Current Firm

IMPACTFOLIO LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACTFOLIO LLC

TRUST BUT VERIFY

Similar Advisors