Julie Ann Coombs

Current Employers

Employment History

• 01/2000 → Present
  Cindy Storm Fischer
  Brookfield, WI
• 08/2003 → 10/2017
  Sii Investments, Inc.
  Brookfield, WI
• 10/2017 → 06/2024
  Securities America, Inc
  Brookfield, WI
• 10/2017 → 11/2024
  Arbor Point Advisors
  Brookfield, WI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Brookfield, WI
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2017-11-01 → 2024-11-08
  Arbor Point Advisors
  Brookfield, WI
• 2012-02-28 → 2017-11-01
  Sii Investments, Inc.
  Brookfield, WI
  Brookfield, WI
  Brookfield, WI

Other Businesses

**Notary Public, State of Wisconsin Position: Notary - Nature: Notary Public - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 05/11/2015 - Address: 201 W. Washington Ave., Madison WI 53703 ***Arbor Point Advisors Position: Investment Advisor - Nature: Investment Advisory Services - Investment Related: Yes - Hours: 100 - Securities Trading Hours: 100 - Start Date: 11/01/2017 - Address: 12325 Port Grace Blvd, La Vista NE 68128 ***STORM FISCHER INVESTMENT GROUP - DBA ***WISCONSIN BROKERAGE AGENCY POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/11/2020 ADDRESS: 11431 N. Port Washington Road, #105-5, Mequon WI 53092 DESCRIPTION: Insurance sales ***NORTHERN STATES BROKERAGE POSITION: Agent NATURE: Sales of Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2016 ADDRESS: 10144 N Port Washington Road, Suite1-F, Mequon WI 53092 DESCRIPTION: Insurance Sales

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-05-20

Designations

Other Names

• Julie Ann Depelecyn