Julee Rae Sarto

Current Employers

Employment History

• 08/2004 → 05/2017
  Cetera Investment Services
  St. Cloud, MN
• 01/2014 → 05/2017
  Cetera Investment Advisers Llc
  Ludington, MI
• 05/2017 → 12/2024
  Executive Wealth Management, Llc
  Brighton, MI
• 05/2017 → 12/2022
  Private Client Services Llc
  Louisville, KY
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2017-06-02 → 2025-01-21
  Executive Wealth Management, Llc
  Ludington, MI
  Brighton, MI
• 2014-01-21 → 2017-06-02
  Cetera Investment Advisers Llc
  Ludington, MI
• 2006-09-26 → 2014-01-21
  Cetera Investment Services Llc
  Ludington, MI
  Ludington, MI

Other Businesses

1) Safe Harbor Credit Union; Not Investment Related; 1200 E Tinkham Ave, Ludington, MI 49431; Credit Union; Secretary; Reviewing and auditing financial reports, voting on large loan request, strategic growth planning, overall management oversight. 01/01/2021; 4 hrs/mo; 0 during trading hrs. 2) Connexion Point, Not Investment Related, Volunteer position, Treasurer, 8 hours per month devoted; 8 hours per month devoted during securities trading, assists with running reports and other necessary tasks as treasurer. 3) Executive Financial Planning, Inc., Ludington, MI, Investment Related, Fixed Insurance, Insurance Agent, 40 hours per month devoted, Fixed insurance sales 4) 4) Rotary Club of Ludington, Ludington, MI, Not Investment Related, Board member of Rotary Club, Board Member, Board Member effective 07/01/2024, Start Date 08/29/2017, 8 hours per month devoted, Attend meetings monthly to oversee the committees and events that Rotary supports and work on fundraising events as they arise. 4) PEO International. Not investment related. Address: P.E.O. International Executive Office 3700 Grand Avenue Des Moines, Iowa 50312, Nature: The P.E.O. Sisterhood is a U.S.-based international women's organization of about 197,000 members, with a primary focus on providing educational opportunities for female students worldwide. The Sisterhood is headquartered in Des Moines, Iowa, with chapters throughout the United States and Canada. Position: Vice President & Sister. Start: Jan 2026, Hours/Month: 8. Hours during trading: 2. Responsibilities: I will run the meetings when the President is not able, assist in initiation ceremonies and other fundraising events

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-20
• S63 Uniform Securities Agent State Law Examination
  2000-05-11

Other Names

• Julee Rae Van Aelst
• Julee Rae Van Aelst
• Julee Rae Gwiazdowski