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JE

Julie C. Eisenhauer

CLARK NUBER WEALTH MANAGEMENT
Bellevue, WA
Some features on this profile are disabled
CRD#: 6460895
JE

Professional summary

Julie C. Eisenhauer, who also goes by Julie Carlynn Aspegren, Julie Eisenhauer, Julie Carlynn Eisenhauer, is a registered financial advisor currently at CLARK NUBER WEALTH MANAGEMENT located in Bellevue, Washington.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julie Carlynn Aspegren | Julie Eisenhauer | Julie Carlynn Eisenhauer

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 C. Eisenhauer's 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

May 6, 2025 - Present

CLARK NUBER WEALTH MANAGEMENT

RIA
CRD#: 118159
Bellevue, WA

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
Washington
(5/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2025
Uniform Investment Adviser Law Examination

Current Firm

CN
CLARK NUBER WEALTH MANAGEMENT
CLARK NUBER P.S. | CLARK NUBER WEALTH MANAGEMENT, LLC | CLARK NUBER WEALTH MANAGEMENT

CRD#: 118159 / SEC#:

Washington
Registered Investment Advisory firm - (6/29/1992 Approved)
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Contact information

Main Address
555 110th Ave Ne Suite 700, Bellevue, WA 98004
Mailing Address
Phone number
(425) 454-4919
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV

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.

Company Information

CLARK NUBER WEALTH MANAGEMENT

CRD#: 118159Bellevue, WA

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