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Julie G
Series 63, Series 66
Green Lake, WI
Ameriprise
Julie Gurkowski Koehn is a financial advisor with Ameriprise in Green Lake, WI, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Cetera Investment Advisors LLC and 1st National Bank. She is involved in independent insurance brokering through her business, Tri-County Insurance Solutions, which focuses on educating clients about Medicare options, and serves on the Board of Directors for the Berlin Community Scholarship Corporation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.
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