Julie Marie Gurkowski-Koehn

Current Employers

Employment History

• 11/2011 → 05/2018
  1St National Bank
  Berlin, WI
• 05/2011 → 05/2018
  Cetera Investment Services
  St Cloud, MN
• 01/2017 → 05/2018
  Cetera Investment Advisors Llc
  Berlin, WI
• 05/2018 → 03/2020
  Ameriprise Financial Service Inc
  Oshkosh, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Berlin, WI

Previous Registrations

• 2017-01-05 → 2018-05-04
  Cetera Investment Advisers Llc
  Berlin, WI

Other Businesses

Independent Insurance Brokering; United Health Care; 09/07/2022; Health / Quartz; 09/07/2022; / Network Health; 09/07/2022; / WPS; 09/07/2022; / Humana; 02/23/2023; / Common Ground HealthCare Cooperative; 07/21/2023; Health / Security Health; 02/09/2024; Health / Medico; 05/28/2026; Health. Business Ownership; Tri-County Insurance Solutions; Educate on Medicare options; Insurance; W832 State Rd 91, , Berlin, WI, 54923; Not Investment-Related; 09/15/2022; 1 to 9 hours per month; 0 during trading hours / Storm Seven; Member; Manage Ameriprise Business; 2331 Enterprise Dr, , Oshkosh, WI, 54904; Investment-Related; 01/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Berlin Community Scholarship Corporation; Board of Director; PO Box 51 Berlin, WI 54923, , Berlin, WI, 54923; Investment-Related; 03/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Storm Seven; Member; Manage advisory business; 2331 Enterprise Dr, , Oshkosh, WI, 54904; Investment-Related; 01/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-01-03
• S63 Uniform Securities Agent State Law Examination
  2011-11-30

Other Names

• Julie Marie Gurkowski
• Julie Marie Gurkowski
• Julie M Van Oss
• Julie Gurkowski-Koehn