Julie W. Lawrence

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CRD#: 4693288

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Julie Wilkinson Lawrence, CFP®, who also goes by Julie Wilkinson Schuster, Julie Colleen Wilkinson, was a registered financial professional .

Julie is a previously registered financial professional and started their career in finance in 2003. Julie had worked at 4 firms and has passed the Series 65 exam.

Biography

Julie Lawrence opened Lawrence Financial Planning in 2009.  She has more than 28 years of experience in finance and management. She holds a B.A. in Management from National Louis University. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003.

Both Julie’s professional experience and life skills have prepared her for personal financial planning. As a mother of three, she knows the challenges of funding college educations, timing retirement, managing investments, selecting insurance, and developing estate plans.

Julie has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com. She serves as a mentor for new ACP financial planners, volunteers with Building Homes for Heroes, and is an active member of both the Alliance of Comprehensive Planners and NAPFA.

Julie has lived in Florida since 1977. She has three children. In her spare time she practices yoga, walks, and goes kayaking.

Question & Answer

What are your service offerings?

Retirement Income Management

Retirement Planning

Investment Planning

Life Transitions

Tax Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Aliases

Julie Wilkinson Schuster | Julie Colleen Wilkinson

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)

The CRS(Customer Relationship Summary) document is not provided.

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^®

RIA

CRD#: 127486

TAMPA, FL

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".

OASIS WEALTH PLANNING ADVISORS

OASIS WEALTH PLANNING ADVISORS | OASIS WEALTH PLANNING ADVISORS, LLC

CRD#: 285474 / SEC#: 801-130696

RIA

Registered Investment Advisory firm - (7/16/2024 Approved)

Alabama

Registered Investment Advisory firm - (8/1/2024 Terminated)

Florida

Registered Investment Advisory firm - (8/1/2024 Terminated)

Georgia

Registered Investment Advisory firm - (8/9/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (8/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2024 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 8/7/2003

Uniform Investment Adviser Law Examination

Current Firm

OASIS WEALTH PLANNING ADVISORS

OASIS WEALTH PLANNING ADVISORS | OASIS WEALTH PLANNING ADVISORS, LLC

CRD#: 285474 / SEC#: 801-130696

RIA

Registered Investment Advisory firm - (7/16/2024 Approved)

Alabama

Registered Investment Advisory firm - (8/1/2024 Terminated)

Florida

Registered Investment Advisory firm - (8/1/2024 Terminated)

Georgia

Registered Investment Advisory firm - (8/9/2024 Terminated)

Tennessee

Registered Investment Advisory firm - (8/1/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/1/2024 Terminated)

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Contact information

Main Address

Nashville, TN

Mailing Address

Phone number

(615) 933-3314

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OASIS WEALTH PLANNING ADV PART 2A ANNUAL AMENDMENT 03.25.25 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	819
AUM (Assets Under Management)	$ 267,819,448

Red Flags

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Contact information

(xxx) xxx-xxxx

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Julie W. Lawrence

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OASIS WEALTH PLANNING ADVISORS

LAWRENCE FINANCIAL PLANNING, LLC

FLORIDA FINANCIAL ADVISORS, INC.

THE FINANCIAL WELL, INC.

LAWRENCE FINANCIAL PLANNING, LLC

Primary Firm SEC Registration

OASIS WEALTH PLANNING ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2003

Current Firm

OASIS WEALTH PLANNING ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OASIS WEALTH PLANNING ADVISORS

TRUST BUT VERIFY

Contact information

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