Julia Michelle Carlson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Lpl Financial, Llc
  Newport, OR
• 01/2018 → 07/2018
  Fit Money, Llc
  Newport, OR

Previous Registrations

• 2006-08-14 → 2009-08-28
  Investment Advisors International, Inc.
  Newport, OR
  Newport, OR
  Portland, OR
• 2005-02-18 → 2006-08-25
  Transamerica Financial Advisors, Llc
  Newport, OR

Other Businesses

1. 9/26/2013: REAL ESTATE RENTAL - C AND J LAND, LLC - SETTING UP LLC TO HOLD 2 REAL ESTATE COMMERCIAL PROPERTIES THAT I PERSONALLY RENT TO MY DBA FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP, LLC. WE OCCUPY 100% OF BOTH BUIDLINGS CURRENTLY. - TIME SPENT 10% - NEWPORT, OR. 2. 09/10/2014 - 'InvestmentNews - Crain Communications Inc.' - INV REL - 1007 SW Bayley St Newport, OR 97365 - For-Profit Board Member - START 10/01/2014 - 1 HOUR PER MONTH - InvestmentNews Advisory Board, no voting, only seeking advise and opinions from Financial Advisors on feedback for the Magazine stories. 3. 11/02/2016 - Five and Five Partners, LLC - Real Estate Rental - INV REL - 1007 SW Bayley St Newport, OR 97365 - Start 12/27/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - real estate rental. 4. 12/27/2017 - Freedom Tax, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 12/01/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 11/29/2018 - Fit Money - Investment Related - Home Based - Other-Author - Started 04/15/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 11/29/2018 - Julia M Carlson - Not Investment Related - Home Based - Other-Life Coaching - Owner & Life Coach - Started 10/15/2017 - 5 Hours Per Month/0 Hours During Securities Trading. 7. 08/13/2019 - No business name - Not investment related - On location of event - Speaker - start date:08/12/2019 - 4 hrs/mo - 0 hrs during trading. 8. 10/30/2020 - Julia Carlson, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 10/01/2020 - 10 Hours Per Month/0 Hours During Securities Trading. 9. 10/30/2020 - Financial Freedom Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2020 - 160 Hours Per Month During Securities Trading. 10. 4/16/2021 - BGAgents Insurance Services, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 04/15/2021 - 2 Hours Per Month/1 Hour During Securities Trading. 11. 10/30/2023 - Inspired Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/23/2023 - 0 Hours Per Month/ During Trading 12.12/19/2023 - Author - Not Investment Related - At Reported Business Location(s) - Start Date 01/15/2024 - 8 Hours Per Month/ 0 Hours During Trading 13. 02/13/2024 - Financially Free Podcast with Julia M. Carlson (business activity under Julia Carlson, LLC) - Other - Podcast - Not Investment Related - Home Based - Start Date 02/15/2024 - 6 Hours Per Month/ 0 Hours During Trading 14) 04/24/2025 - Clientwise Faculty Mentor Program - Not Investment Related - Other - Mentorship Program - Home Based - Start Date:07/01/2025 - 6 Hrs/Mth - 2 Hrs During Trading. 15) 04/23/2025 - Julia Carlson Entrepreneurial Retreats, Mentoring and Coaching - Not Investment Related - Other - Practice Management/Coaching - Various Location - Start Date:04/16/2019 - 12 Hrs/Mth - 3 Hrs During Trading. 16) 03/19/2026-Freedom Business Solutions, LLC-CEO-Business Owner-Not inv related-At Newport, OR-Start date 01/01/2026-20hrs/mth-5hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2005-01-11
• S63 Uniform Securities Agent State Law Examination
  1998-12-11

Other Names

• Julia Carlson
• Julia Michelle Szabo