Julieann Elizabeth Schroeder

Current Employers

Employment History

• 11/2011 → 06/2024
  Securities America, Inc
  Wayzata, MN
• 11/2011 → 01/2020
  Usadvisors Wealth Management, Llc
  Wayzata, MN
• 01/2020 → Present
  Everest Financial Group
  Wayzata, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wayzata, MN

Previous Registrations

• 2011-11-28 → 2020-01-13
  Usadvisors Wealth Management, Llc
  Spicer, MN
  Eden Prairie, MN
  Roseville, MN
  Minneapolis, MN
  Wayzata, MN
• 2005-05-03 → 2011-11-29
  Focus Financial
  Minneapolis, MN

Other Businesses

***SINCERE FINANCIAL, LTD. (dba) POSITION: PRESIDENT & OWNER - NATURE: FLOW-THRU ENTITY FOR TAX PURPOSES - INVESTMENT RELATED: No - NUMBER OF HOURS: 1 - SECURITIES TRADING HOURS: 0 - START DATE: 12/2008 - ADDRESS: PO BOX 151, WAYZATA MN 55391 ***KINGSWOOD FARM HOMEOWNERS ASSOCIATION POSITION: president NATURE: Board of Director ( President ) for our homeowwners association - Kingswood Farm Homeowners Association effective November 2017 INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 226 Holly Lane, Plymouth MN 55447 DESCRIPTION: President for the board of 5 individuals ***EVEREST FINANCIAL GROUP, LLC POSITION: financial advisor NATURE: registered investment advisory activities and financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 125 START DATE: 01/02/2020 ADDRESS: 701 Xenia Ave South, Suite 250, Minneapolis MN 55416 DESCRIPTION: portfolio construction and investment management along with financial planning services ***USADVISORS INSURANCE AGENCY POSITION: financial advisor NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 02/1990 - LOCATED AT 15750 VENTURE LN EDEN PRAIRIE MN 55344 United States 5% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2011 ADDRESS: 15600 Wayzata Blvd., Suite 305, Wayzata MN 55391, United States DESCRIPTION: providing insurance solutions for wealth preservation and passing on a legacy, long term care planning, fixed income portfolio planning

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-08
• S63 Uniform Securities Agent State Law Examination
  1989-05-05

Designations

Other Names

• Julieann E Coudron
• Julieann E. Schroeder
• Julieann Elizabeth Coudron