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Julie Lynn Brim

Spiegelman Wealth Management, Inc.

Walnut Creek, CA

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Current Employers
Spiegelman Wealth Management, Inc.

1212 Broadway Plaza Suite 2100 #54., Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-27
  • CA RA
    APPROVED
    Since 2026-03-27

Branch Locations

1212 Broadway Plaza Suite 2100 #54., Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services, Llc Milwaukee WI 03/2001 02/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2007 02/2018
Commonwealth Financial Network San Diego CA 02/2018 07/2025
Spiegelman Wealth Management, Inc. Walnut Creek CA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-08
S63 Uniform Securities Agent State Law Examination 2001-06-22
  • S66 Uniform Combined State Law Examination
    2006-09-08
  • S63 Uniform Securities Agent State Law Examination
    2001-06-22
Other Names
  • Julie Lynn Dillman

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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