Julie M. Olander
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 Marie Olander, CFP®, who also goes by Julie M Olander, Julie M Peters, was a registered financial professional .
Julie is a previously registered financial professional and started their career in finance in 2016. Julie had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2022
Experience
July 25, 2022 - October 6, 2025
M. S. HOWELLS & CO.
July 7, 2022 - January 7, 2026
ASHTON THOMAS PRIVATE WEALTH
September 4, 2019 - July 1, 2022
MERIT FINANCIAL ADVISORS
September 3, 2019 - July 11, 2022
LPL FINANCIAL LLC
February 7, 2019 - September 4, 2019
1ST GLOBAL ADVISORS INC
February 7, 2019 - September 4, 2019
1ST GLOBAL CAPITAL CORP.
January 8, 2018 - January 18, 2019
USAA INVESTMENT SERVICES COMPANY
June 21, 2017 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
October 3, 2016 - January 18, 2019
USAA FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
M. S. HOWELLS & CO.
CRD#: 104100 / SEC#: , 8-52558
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEE | OWNER | |
| SANTAMARIA, KATRINA PATRICIA | CHIEF EXECUTIVE OFFICER | 3248779 |
| CRITES, MARCY ANN | FINANCIAL AND OPERATIONS PRINCIPAL (FINOP) | 6346298 |
| HOWELLS, MARK STEPHEN | EXECUTIVE CHAIRMAN/DIRECTOR | 726921 |
| HOWELLS, MARK STEPHEN | TRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997 | 726921 |
| JORDAN, CHRISTOPHER SHANE | CHIEF COMPLIANCE OFFICER | 2843281 |
| KREIZENBECK, TARA LYNN | CHIEF OPERATING OFFICER | 7141895 |
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.
