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Julie Wilson

Avantax Planning Partners, Inc.

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2010-05-13
  • IA RA
    APPROVED
    Since 2010-05-13

Branch Locations

3390 Asbury Road, Dubuque, IA 52002 • 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
Avantax Planning Partners, Inc Dubuque IA 12/2011 Present
Cetera Wealth Services, Llc El Segundo CA 04/2025 Present
Avantax Investment Services Dubuque IA 08/2023 09/2025
Cetera Advisors Llc Greenwood Village CO 04/2025 Present
Cetera Financial Specialists Llc Schaumburg IL 04/2025 Present
Cetera Financial Specialists Llc St Cloud MN 04/2025 Present
  • 12/2011 → Present
    Avantax Planning Partners, Inc
    Dubuque, IA
  • 04/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2023 → 09/2025
    Avantax Investment Services
    Dubuque, IA
  • 04/2025 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 04/2025 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2025 → Present
    Cetera Financial Specialists Llc
    St Cloud, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-06
  • S65 Uniform Investment Adviser Law Examination
    2010-05-06
Other Names
  • Julie Kay Markus
  • Julie Kay Wilson

View on SEC IAPD

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