Best Investors Account Sign in

Julie Lynn Nachtigal

Edward Jones

Fort Atkinson, WI

CRD 6609588

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
WI RA APPROVED 2016-08-19
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • WI RA
    APPROVED
    Since 2016-08-19

Branch Locations

13 Milwaukee Ave W, Fort Atkinson, WI 53538 • 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
Nachtigal Business Consulting Llc Fort Atkinson WI 02/2015 Present
Edward Jones St Louis MO 02/2016 Present
  • 02/2015 → Present
    Nachtigal Business Consulting Llc
    Fort Atkinson, WI
  • 02/2016 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
  • S66 Uniform Combined State Law Examination
    2016-06-30
Other Names
  • Julie Lynn Haakenson

View on SEC IAPD

Nearby Firms

CWM, LLC
COORDINATED CAPITAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TODD ALAN WOLFF
TAYLOR ROBERT SMITHYMAN
THOMAS JAMES NOEL

Nearby Offices

CWM, LLC · Fort Atkinson, WI
COORDINATED CAPITAL SECURITIES, INC. · FORT ATKINSON, WI
CETERA INVESTMENT ADVISERS LLC · FORT ATKINSON, WI

More in Fort Atkinson, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor