Julie Ann Brangenberg

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2003 → Present
  Lpl Financial Llc
  Jerseyville, IL

Other Businesses

(1) 04/07/2003 - BRANGENBERG & ASSOCIATES - Investment Related - Business Entity For Tax/Investment Purposes Only (2) 06/26/2014 - SAFE HARBOR WEALTH ASSOCIATES - SAFE HARBOR WEALTH ASSOCIATES - TIME SPENT 0 HOURS PER MONTH - JERSEYVILLE, IL (3) 09/29/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Real Estate Investor - Real Estate Investor - Start Date - 09/30/2022 - 5 Hours Per Month/0 Hours During Securities Trading (4) 10/24/2022 - No Business Name - Not Investment Related - RR 1 Box 175, Kampsville, IL 62053 - Other-Farm Ownership - Start Date: 03/09/2010 - 1 Hours Per Month/0 Hours During Securities Trading - Own 1 acre of a farm that a cell tower is on. Have a perpetual lease with cell tower company. (5) 04/13/2023 - No Business Name - Investment Related - Godfrey, IL 62035 - Real Estate Rental - Owner - Start Date 03/29/2023 - 1 Hours Per Month/ 0 Hours During Securities Trading (6) 02/18/2025- 3 Kings Holding Co. LLC- Real Estate Rental- Investment Related - Home Based - Start Date 02/12/2025- 2 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-09-06

Other Names

• Julie Ann Hurley