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JF

Julia P. Foran

STENGER FAMILY OFFICE
NAPERVILLE, IL 60563
CRD#: 6961314
Some features on this profile are disabled
JF
Julia Patricia ForanSTENGER FAMILY OFFICE

Professional summary

Julia Patricia Foran, who also goes by Julia Patricia Huebner, is a registered financial advisor currently at STENGER FAMILY OFFICE, LLC located in Naperville, Illinois.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Julia has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julia Patricia Huebner

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 Julia Patricia Foran'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

June 23, 2023 - Present

STENGER FAMILY OFFICE, LLC

Office #1: Naperville Financial Center 400 East Diehl Road Suite 550, Naperville, IL, 60563
RIA
CRD#: 325089
NAPERVILLE, IL
Past

November 19, 2020 - April 7, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Oak Brook, IL
Past

October 19, 2020 - April 7, 2023

MORGAN STANLEY

BD
CRD#: 149777
Oak Brook, IL

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".
SF
STENGER FAMILY OFFICE, LLC
PELL ADVISORS, LLC | STENGER FAMILY OFFICE, LLC

CRD#: 325089 / SEC#: 801-127416

RIA
Registered Investment Advisory firm - (3/3/2023 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
Illinois
(6/23/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/6/2020
Securities Industry Essentials Examination

Current Firm

SF
STENGER FAMILY OFFICE, LLC
PELL ADVISORS, LLC | STENGER FAMILY OFFICE, LLC

CRD#: 325089 / SEC#: 801-127416

RIA
Registered Investment Advisory firm - (3/3/2023 Approved)
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Contact information

Main Address
Naperville Financial Center 400 East Diehl Road Suite 550, Naperville, IL, 60563
Mailing Address
Phone number
(630) 912-8295
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR STENGER FAMILY OFFICE, LLC (2/10/2026)

Regulatory assets under management

Total Number of Accounts2,163
AUM (Assets Under Management)$ 628,126,958

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

STENGER FAMILY OFFICE, LLC

CRD#: 325089Naperville, IL 60563

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