Best Investors Account Sign in

Julie Vignieri Plutchak

Ameriprise Financial Services, LLC

Kenosha, WI

Minneapolis, MN

Kenosha, WI

Claim This Profile
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-04-07
  • WI RA
    APPROVED
    Since 2026-04-07

Branch Locations

Kenosha, WI • United States

901 3Rd Ave S, Minneapolis, MN 55402 • United States

6905 Green Bay Road Suite 106, Kenosha, WI 53142-5314 • 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
Southport Bank Kenosha WI 04/1997 03/2017
Lpl Kenosha WI 06/2013 03/2017
Gateway Mortgage Corporation Kenosha WI 03/2017 03/2018
Lpl Financial Llc Racine WI 03/2018 03/2026
Johnson Bank Racine WI 03/2018 03/2026
Ameriprise Financial Services, Llc Brookfield WI 03/2026 Present
  • 04/1997 → 03/2017
    Southport Bank
    Kenosha, WI
  • 06/2013 → 03/2017
    Lpl
    Kenosha, WI
  • 03/2017 → 03/2018
    Gateway Mortgage Corporation
    Kenosha, WI
  • 03/2018 → 03/2026
    Lpl Financial Llc
    Racine, WI
  • 03/2018 → 03/2026
    Johnson Bank
    Racine, WI
  • 03/2026 → Present
    Ameriprise Financial Services, Llc
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-09
S63 Uniform Securities Agent State Law Examination 2013-10-08
  • S65 Uniform Investment Adviser Law Examination
    2021-11-09
  • S63 Uniform Securities Agent State Law Examination
    2013-10-08
Other Names
  • Julie Vignieri
  • Julie Vignieri Plutchak

View on SEC IAPD

More in Kenosha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor