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Julia Schlafly Lilly

Ryerson Financial, LLC

Niwot, CO

CRD 5361405

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Employer firm

Ryerson Financial, LLC CRD 318022

33 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Ryerson Financial, Llc

Niwot, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-14
TX RA APPROVED 2022-02-11
  • CO RA
    APPROVED
    Since 2026-07-14
  • TX RA
    APPROVED
    Since 2022-02-11

Branch Locations

Niwot, CO • 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
Hightower Advisors Llc Chicago IL 04/2020 06/2021
Edward Jones St. Louis MO 09/2015 07/2018
Unemployed Pittsburgh PA 08/2018 03/2020
Ryerson Financial, Llc Houston TX 11/2021 Present
Unemployed Houston TX 07/2021 10/2021
  • 04/2020 → 06/2021
    Hightower Advisors Llc
    Chicago, IL
  • 09/2015 → 07/2018
    Edward Jones
    St. Louis, MO
  • 08/2018 → 03/2020
    Unemployed
    Pittsburgh, PA
  • 11/2021 → Present
    Ryerson Financial, Llc
    Houston, TX
  • 07/2021 → 10/2021
    Unemployed
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-07
  • S66 Uniform Combined State Law Examination
    2008-03-07
Designations
  • Certified Financial Planner
Other Names
  • Julia Ryerson Schlafly

View on SEC IAPD

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