Julian Earl Gottshall

Current Employers

Employment History

• 01/2019 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Almeda, CA
• 01/2019 → 03/2020
  Bank Of America, N.A.
  Almeda, CA
• 05/2014 → 12/2018
  Dutch Bros Eugene Llc
  Eugene, OR
• 09/2014 → 12/2018
  Lane Community College
  Eugene, OR
• 03/2015 → 09/2018
  University Of Oregon
  Eugene, OR
• 03/2022 → 06/2024
  Securities America, Inc.
  Eugene, OR
• 08/2021 → 03/2022
  Securities America, Inc.
  Eugene, OR
• 11/2020 → 07/2021
  Unemployed
  Eugene, OR
• 07/2021 → Present
  Oregon Communitycredit Union
  Eugene, OR
• 09/2022 → 01/2023
  Pfg Advisors, Llc
  Eugene, OR
• 01/2023 → Present
  Pfg Advisors Llc
  Eugene, OR
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Eugene, OR
• 11/2025 → Present
  United Planners
  Scottsdale, AZ
• 07/2021 → Present
  Occu Investment Services
  Eugene, OR
• 07/2021 → Present
  Julian Gottshall
  Eugene, OR

Other Businesses

1.) PFG ADVISORS LLC - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - EUGENE, OR - SINCE 01/2023 - INVESTMENT RELATED 2.) JULIAN GOTTSHALL - INSURANCE REPRESENTATIVE - NON-VARIABLE INSURANCE - EUGENE, OR - SINCE 07/2021 - INVESTMENT RELATED 3.) OCCU INVESTMENT SERVICES - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - EUGENE, OR - SINCE 07/2021 - INVESTMENT RELATED 4.) OREGON COMMUNITY CREDIT UNION - WEALTH ADVISOR - CREDIT UNION - EUGENE, OR - SINCE 01/2023 - INVESTMENT RELATED 5.) OCCU WEALTH MANAGEMENT - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - EUGENE, OR - SINCE 12/2025 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2022-09-24

Other Names

• Julian Gottshall