Julie R. Toelle

SOMERSET GROUP LLC

BOCA GRANDE, FL 33921

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CRD#: 6012096

Professional summary

Julie Renee Toelle, who also goes by Julie Renee Henessy, is a registered financial advisor currently at SOMERSET GROUP LLC located in Boca Grande, Florida.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Julie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Renee Henessy

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 Renee Toelle'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®

None

Experience

Current

January 23, 2014 - Present

SOMERSET GROUP LLC

Office #1: 375 Park Avenue Suite 1, Boca Grande, FL 33921

RIA

CRD#: 160282

BOCA GRANDE, 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".

SOMERSET GROUP LLC

CRD#: 160282 / SEC#: 801-73020

RIA

Registered Investment Advisory firm - (1/17/2012 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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/23/2014)

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

Current Firm

SOMERSET GROUP LLC

CRD#: 160282 / SEC#: 801-73020

RIA

Registered Investment Advisory firm - (1/17/2012 Approved)

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Contact information

Main Address

15600 Wayzata Blvd Suite 304, Wayzata, MN 55391

Mailing Address

Phone number

(952) 681-7254

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

SOMERSET GROUP, LLC ADV PART 2A BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 135,118,912

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 R. Toelle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SOMERSET GROUP LLC

Primary Firm SEC Registration

SOMERSET GROUP LLC

State Registrations and Notice Filings

Exams

Current Firm

SOMERSET GROUP LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOMERSET GROUP LLC

TRUST BUT VERIFY

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