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Credentials
Series 63, Series 66
Experience Industry experience
2 years
Location
Chamberlain, SD 57325
Raymond James Financial
Institution
Julie Soulek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to her current role, she worked at MWA Financial Services Inc. and Modern Woodmen of America, and has a long history of involvement with St. Joseph's Indian School. In addition to her advisory work, she brokers health, dental, and vision insurance coverage. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary financial planning and investment consulting, using analytical tools to support client goals, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Chamberlain, SD N Courtland Street
201 N Courtland Street
Chamberlain SD 57325
Advisors at this office
1
South Dakota
2 years of industry experience
Raymond James Financial Services Advisors, Inc.
2024 - Present • 2 years
Chamberlain, SD
First Dakota National Bank
2024 - Present • 2 years
Chamberlain, SD
Raymond James Financial Services, Inc.
2024 - Present • 2 years
Chamberlain, SD
MWA Financial Services Inc.
2023 - 2024 • 1 year
Rock Island, IL
Modern Woodmen of America
2018 - 2024 • 6 years
Rock Island, IL
St. Joseph's Indian School
1996 - 2024 • 28 years
Chamberlain, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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