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Julia Miesner

Advisor at Sanctuary Advisors, LLC — Jackson, MO

Updated today

Credentials

Series 66

Experience

9 years

Location

Jackson, MO 63755

Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Total advisors

404

Across 128 offices

Clients per advisor

47 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% High

About

Julia Miesner is a Series 66-registered financial advisor with nine years of industry experience. She has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2022 and previously spent seven years with Merrill. Outside of advising, she manages JD2 Holdings, an entity involved in investment real estate. Sanctuary Advisors, LLC serves a diverse clientele including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent advisors using various investment approaches and platforms.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

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Fee options

Fixed

Fixed fees for financial planning services, negotiated individually.

Percentage

$10,000 - $49,999: 2.75% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.75% $250,000+: 2.75%

Project-based

Hourly or fixed fees for financial planning services, negotiated individually.

Performance-based

May charge performance-based fees for Qualified Institutional Buyer clients with at least $100 million in securities.

Location

See office

Jackson, MO

514 South Hope Street

Jackson MO 63755

Advisors at this office

3

Most active in

Missouri · Texas

Work history

9 years of industry experience

Sanctuary Advisors, LLC

2022 - Present • 4 years

Jackson, MO

Sanctuary Securities, Inc.

2022 - Present • 4 years

Jackson, MO

Merrill

2015 - 2022 • 7 years

Cape Girardeau, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John H

Series 65

Cape Girardeau, MO

Strategic Investment Advisors, Ltd.

John Hillin is a financial advisor at Strategic Investment Advisors, Ltd. in Cape Girardeau, MO, holding a Series 65 designation with 26 years of industry experience. He has been with Strategic Investment Advisors since 1998 and also operates HILLIN AND COMPANY, PC. Strategic Investment Advisors, Ltd. manages approximately $78.5 million in discretionary assets for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds and third-party model portfolios, while providing comprehensive financial planning and employee benefit advisory services.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.) General tax planning
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Kyle H

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Kyle Hylla is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Alspaugh Wealth Management, he worked at Innovative Insurance Consultants, LLC, First Midwest Bank, Parkside Financial Bank & Trust, Lockton Companies, and MRV Banks. Alspaugh Wealth Management serves individual and high-net-worth clients offering discretionary asset management, financial planning, and retirement-plan services. The firm employs a range of investment methods and collaborates with co-advisors and sub-advisors while maintaining a focus on participant education and technology-supported performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Jason L

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Jason Lee is a financial advisor at Alspaugh Wealth Management with six years of industry experience. He holds a Series 65 license and has worked at Alspaugh Wealth Management since 2020. In addition to his advisory role, Lee operates an insurance agency, Innovative Insurance Consultants, based in Cape Girardeau, Missouri. Alspaugh Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and retirement-plan services. The firm uses a variety of investment methods and works with co-advisors and sub-advisors to manage client portfolios, conducting regular account reviews and providing technology-supported performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Tracy P

Series 65

Cape Girardeau, MO

Alspaugh Wealth Management

Tracy Pelczynski is a financial advisor at Alspaugh Wealth Management with a Series 65 designation. She has been with the firm since 2023 and previously worked at SoutheastHEALTH for 28 years. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a mix of investment methods and works with co-advisors and sub-advisors to manage portfolios, offering regular account reviews and performance reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
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Brock A

Series 66

Cape Girardeau, MO

Alspaugh Wealth Management

Brock Alspaugh is a financial advisor with Alspaugh Wealth Management in Cape Girardeau, MO, holding a Series 66 designation and 24 years of industry experience. He founded Alspaugh Wealth Management in 2013 and previously worked at Taylor Capital Management Inc. from 2013 to 2018. Outside of advising, he has been involved with Innovative Insurance Consultants, an insurance products sales business, since 2008. Alspaugh Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm employs a range of investment methods and delegates portfolio management for some accounts while maintaining oversight and conducts regular account reviews and client reporting.

Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments
user avatar

Clay E

Series 66, Series 63

Jackson, MO

Stone House Investment Management, LLC

Clay Eubanks is a financial advisor at Stone House Investment Management, LLC with four years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Stone House, he worked at Thrivent Financial and Procter and Gamble. Stone House Investment Management offers discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies, utilizes sub-advisers and active trading techniques, and manages accounts primarily on a discretionary basis.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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