Julia P. Huebner

STENGER FAMILY OFFICE

NAPERVILLE, IL 60563

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CRD#: 6961314

Professional summary

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

None

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 Huebner'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

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".

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)

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 66

Date: 11/18/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/19/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/6/2020

Securities Industry Essentials Examination

Current Firm

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

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR STENGER FAMILY OFFICE, LLC (8/11/2025)

Regulatory assets under management

Total Number of Accounts	1,854
AUM (Assets Under Management)	$ 521,480,800

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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Julia P. Huebner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Patricia Huebner's CRS (Customer Relationship Summary).

Certified licenses

Experience

STENGER FAMILY OFFICE, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STENGER FAMILY OFFICE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2020

Series 7TO

Date: 10/19/2020

SIE

Date: 8/6/2020

Current Firm

STENGER FAMILY OFFICE, LLC

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STENGER FAMILY OFFICE, LLC

TRUST BUT VERIFY

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