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Julian Ka

Advisor at Merrill

Updated today

Location

Broomfield, CO 80020

Credentials

Series 66

Industry experience

1 year

About

Julian Ka is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America and Best Buy, as well as positions in education and customer service. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm utilizes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates and a comprehensive capital markets platform.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Based on Merrill

Tax-loss harvesting Active portfolio management

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

4270 W 121 St Ave

Broomfield, CO 80020

Most active in

Colorado · Texas · Utah

Work history

Bank of America, N.A.

2024 - Present (2 years)

Merrill

2021 - Present (5 years)

Bestbuy

2019 - 2021 (2 years)

University of Colorado Boulder

2018 - 2020 (2 years)

Chick-fil-A

2017 - 2018 (1 year)

Sand Creek High School

2014 - 2017 (3 years)

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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CFP®, ChFC®, Series 63

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General retirement planning Retirement income strategy
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CFP®

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Broomfield, CO

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General tax planning Wealth management Income planning Disability insurance
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Darren S

Series 66

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Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

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Boulder, CO

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Active portfolio management Tax-loss harvesting Wealth management
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