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Julie Ann Brangenberg

Advisor at LPL Financial — Jerseyville, IL West Pearl St

Updated today

Credentials

Series 66

Experience

25 years

Location

Jerseyville, IL 62052

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,432 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Julie Brangenberg is a financial advisor with LPL Financial in Jerseyville, IL, holding a Series 66 credential and bringing 24 years of industry experience. She has been with LPL Financial since 2003. Outside of advisory services, she is involved in business entities used for tax and investment purposes and has interests in real estate and farm ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Jerseyville, IL West Pearl St

116 West Pearl St Suite 110

Jerseyville IL 62052

Advisors at this office

1

Most active in

Illinois · Texas

Work history

25 years of industry experience

LPL Financial

2003 - Present • 23 years

Jerseyville, IL

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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Options & derivatives strategies Charitable giving & philanthropy
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Series 63, Series 66

Jerseyville, IL

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Paul Hardin is a financial advisor with BFC Planning, Inc. in Jerseyville, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with BFC Planning and Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, Hardin serves as vice president of the City of Jerseyville Police Pension Fund and is a board member and secretary for St. Francis Xavier Cemetery. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Concentrated stock management Options & derivatives strategies Real estate investing
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Series 66

Jerseyville, IL

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Sara Norman is a financial advisor with Edward Jones in Jerseyville, IL, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1989. Outside of her advisory role, she serves as a substitute aerobics instructor at the JCH Wellness Center in Jerseyville. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Series 66

Jerseyville, IL

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Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrea Y

CFP®, Series 66

Jerseyville, IL

Edward Jones

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Marcus R

Series 66

Jerseyville, IL

Edward Jones

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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