Julie E. Hall Labrune

Current Employers

Employment History

• 12/2012 → 12/2019
  Wines For Humanity
  South Lyon, MI
• 08/2016 → 02/2020
  Planning Alternatives Ltd
  Bloomfield Hills, MI
• 02/2020 → 09/2020
  Planning Alternatives Ltd
  Bloomfield Hills, MI
• 10/2020 → Present
  Vision Capital Partners
  Ann Arbor, MI

Previous Registrations

• 2016-08-24 → 2020-10-29
  Planning Alternatives Ltd
  Bloomfield Hills, MI
• 2013-10-09 → 2016-08-25
  Tiaa-Cref Individual & Institutional Services, Llc
  Ann Arbor, MI
  Ann Arbor, MI
• 2005-02-23 → 2007-12-31
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI
  Southfield, MI

Other Businesses

1) Varsity Tutors, Contractor tutoring, 30879 Asbury Hill Ct New Hudson Mi 48165, Tutor -Independent Contractor, Start Date: 10/2021, 40 hours devoted per month, 0 hour devoted per month during securities trading, Tutoring students for series 65 and CFP 2) Money Wellness Collaborative, LLC, Not Investment Related, 30879 Asbury Hill Ct. New Hudson MI 48165, LLC to pay overhead costs associated with business as an IAR and used for contract financial planning services, Owner, 10/2020, 0 hours per month devoted, 0 hours per month devoted during securities trading, separate LLC that pays the overhead costs associated with IAR business 3) Asbury Hill Estate Association, not investment related, subdivision association, Board member and Co-Trustee, 0 hours per month, 0 hours per month during securities trading, attend monthly meetings and work with Board Members and property management company to manage neighborhood. 4) Delegated Planning, 30879 Asbury Hill Ct. New Hudson MI 48165, Contract Financial Planning Services, contracted financial planner, 32 hours per month devoted per month, 0 hours during securities trading hours devoted, a separate LLC entity to perform contract financial planning, cash flow, retirement projections/Monte Carlo analysis, education planning analysis, risk management, and estate planning projections on a contract basis for Delegated Planning. 5) FPA of Michigan Board of Director, Not Investment Related, The Financial Planning Association of Michigan is an organization of financial planning practitioners and allied professionals throughout the State of Michigan sharing ideas, knowledge and support. The FPA of Michigan promotes its members in reaching their highest potential for serving their clients' needs. The FPA of Michigan is committed to give back to the communities in which they have membership, Board Member, Start Date: 09/2022, 1-2 hours per month devoted, 0 hours per month during securities holdings, Attend board meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-08
• S66 Uniform Combined State Law Examination
  2003-06-28

Designations

Other Names

• Julie Hall
• Julie Elizabeth Burke
• Julie E. Hall Labrune
• Julie Elizabeth-Burke Hall