Julia T Rasell

Current Employers

Employment History

• 07/2015 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 07/2015 → Present
  Hub International Great Plains Llc
  Omaha, NE
• 12/2025 → Present
  Hub Investment Partners, Llc
  Austin, TX
• 05/2024 → 03/2026
  Hub Investment Advisors, Llc
  Omaha, NE

Previous Registrations

• 2024-05-09 → 2026-03-30
  Hub Investment Advisors, Inc
  Omaha, NE

Other Businesses

1) HUB INTERNATIONAL GREAT PLAINS LLC; 11516 MIRACLE HILLS DRIVE, SUITE 100, OMAHA, NE 68154; M FINANCIAL MEMBER FIRM AFFILIATION; INVESTMENT RELATED; VICE PRESIDENT; EMPLOYEE COMPENSATION CONSULTING FOR LIFE INSURANCE (FIXED AND VARIABLE); 7/06/2015; 160 HRS/MONTH; 160 HRS/MONTH DURING TRADING HOURS. 2) M HOLDINGS SECURITIES, INC.; INVESTMENT RELATED; ADDRESS: 1125 NW COUCH STREET, PORTLAND, OR 97209; BUSINESS: REGISTERED BROKER-DEALER; TITLE: REGISTERED REPRESENTATIVE; START DATE: 7/2015; 160 HOURS/MONTH; 160 HOURS/MONTH DURING BUSINESS HOURS; DUTIES: ENTITY IS MY BROKER-DEALER. 3) BEKINS FOUNDATION; 312 N 96 STREET, OMAHA NE 68105; CHARITABLE ORGANIZATION; INVESTMENT RELATED; BOARD MEMBER; HELPS THE FAMILY FOUNDATION REVIEW AND DETERMINE ORGANIZATIONS TO DONATE TO; 10/14/2024; 1 HOUR PER MONTH; 0 HOURS PER MONTH DURING TRADING HOURS. 4) HUB INVESTMENT PARTNERS, LLC; 11516 MIRACLE HILLS DRIVE, SUITE 100, OMAHA, NE 68154; RIA; INVESTMENT RELATED; VICE PRESIDENT; CONSULTING SERVICES. ADMINISTERING CURRENT CLIENTS PLANS AND PROSPECTING FOR NEW CLIENTS; 1/26/2026; 2 HO/MO; 2 HO/MO DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-06

Other Names

• Julia Von Riesen
• Julia T Von Riesen