Julie Ann Grey

Current Employers

Employment History

• 06/1997 → 04/2021
  Columbia Threadneedle Investments, Us
  Minneapolis, MN
• 08/2023 → Present
  Tradition Wealth Management, Llc
  Edina, MN
• 04/2021 → 07/2023
  Unemployed
  Minnetonka, MN

Other Businesses

GREY WEALTH MANAGEMENT LLC; INVESTMENT RELATED; 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN 55435; INVESTMENTS; FINANCIAL ADVISOR; START DATE 08/2023; 0-2 HOURS PER MONTH; PASS THROUGH ENTITY FOR FEES EARNED ON ADVISORY SERVICES RENDERED. >> TRADITION WEALTH MANAGEMENT; INVESTMENT RELATED; 7601 FRANCE AVE SOUTH, SUITE 100, EDINA MN 55435; FINANCIAL PLANNING & INVESTMENT MANAGEMENT; ADVISOR; START DATE 08/2023; 200 HOURS PER MONTH. >> TRADITION WEALTH MANAGEMENT INSURANCE AGENCY; 7601 FRANCE AVENUE SOUTH, SUITE 100, EDINA, MN 55435; INSURANCE; AGENT; START DATE 08/2023; 5 HOURS PER MONTH; SALES AND SERVICE OF FIXED ANNUITY AND FIXED LIFE INSURANCE PRODUCTS. >> POA; INVESTMENT RELATED; RESIDENCE; OTHER; POWER OF ATTORNEY (POA); 1) START DATE: 08/2023; NO HOURS PER MONTH; POWER OF ATTORNEY FOR MY MOTHER. AUTHORIZED TO ACT AS POWER OF ATTORNEY FOR MY MOTHER.

Designations

Other Names

• Julie Grey Deutz
• Julie Deutz Grey