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JK

Julie Kostelecky

CORDINGLEY & PARKINSON WEALTH MANAGEMENT
Bozeman, MT 59718
CRD#: 8274201
Some features on this profile are disabled
JK
Julie KosteleckyCORDINGLEY & PARKINSON WEALTH MANAGEMENT

Professional summary

Julie Kostelecky, who also goes by Julie Goss, is a registered financial advisor currently at CORDINGLEY & PARKINSON WEALTH MANAGEMENT located in Bozeman, Montana.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Julie has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Julie Goss

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 Kostelecky'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 16, 2026 - Present

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

Office #1: 3805 Valley Commons Drive, Suite 7, Bozeman, MT 59718
RIA
CRD#: 326719
Bozeman, MT

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".
C&
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CORDINGLEY & PARKINSON WEALTH MANAGEMENT | SAND CREEK CAPITAL, LLC | SAND CREEK CAPITAL

CRD#: 326719 / SEC#: 801-128135

RIA
Registered Investment Advisory firm - (6/9/2023 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
Montana
(6/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/6/2026
Uniform Investment Adviser Law Examination

Current Firm

C&
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CORDINGLEY & PARKINSON WEALTH MANAGEMENT | SAND CREEK CAPITAL, LLC | SAND CREEK CAPITAL

CRD#: 326719 / SEC#: 801-128135

RIA
Registered Investment Advisory firm - (6/9/2023 Approved)
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Contact information

Main Address
234 E 1st N, Rexburg, ID 83440
Mailing Address
Phone number
(208) 356-9022
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - CORDINGLEY & PARKINSON WEALTH MANAGEMENT (10/10/2025)

Regulatory assets under management

Total Number of Accounts638
AUM (Assets Under Management)$ 193,032,805

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

CORDINGLEY & PARKINSON WEALTH MANAGEMENT

CRD#: 326719Bozeman, MT 59718

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