Inactive

Julianna Burkholder

Greenstone Wealth Management

Forest City, IA

Claim This Profile

Current Employers

Greenstone Wealth Management

101 N Clark St, Forest City, IA 50436 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2025-12-02

IA RA
APPROVED

Since 2025-12-02

Branch Locations

101 N Clark St, Forest City, IA 50436 • 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

Organization	City	State	From	To
Forest City Chamber Of Commerce	Forest City	IA	11/2022	08/2025
Bear Creek Golf Course	Forest City	IA	01/2014	11/2022
Greenstone Wealth Management	Forest City	IA	08/2025	Present

11/2022 → 08/2025

Forest City Chamber Of Commerce

Forest City, IA
01/2014 → 11/2022

Bear Creek Golf Course

Forest City, IA
08/2025 → Present

Greenstone Wealth Management

Forest City, IA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-02

S65 Uniform Investment Adviser Law Examination

2025-12-02

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

ALPHABIT INVESTMENTS, LLC

BISON WEALTH, LLC

INTELLICENTS INVESTMENT SOLUTIONS INC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

TROY EUGENE HALL

MATTHEW KORY JENNINGS

BRYAN MATTHEW DEWHURST

TAYLOR JESSE THOMPSON

RYAN BIESINGER WALL

SETH THOMAS KELLEY

Rukmini Sunkara

GREGORY KENT DIAMOND

Other Offices

LPL FINANCIAL LLC · FOREST CITY, IA

ALPHABIT INVESTMENTS, LLC · FOREST CITY, IA

OASIS ADVISORS · FOREST CITY, IA

BISON WEALTH, LLC · Forest City, IA

LPL FINANCIAL LLC · FOREST CITY, IA

EDWARD JONES · GARNER, IA

INTELLICENTS INVESTMENT SOLUTIONS INC · Lake Mills, IA

CETERA INVESTMENT ADVISERS LLC · Britt, IA

More in Forest City, IA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor