Julie Neff Keating

Current Employers

Employment History

• 06/2015 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 03/2015 → Present
  Wealth Management Services, Llc
  Bloomfield Hills, MI
• 06/2023 → 03/2025
  Integrated Wealth Concepts Llc
  Bloomfield Hills, MI
• 03/2025 → Present
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
• 02/2018 → 05/2023
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI

Previous Registrations

• 2023-06-02 → 2025-04-01
  Integrated Wealth Concepts Llc
  Bloomfield Hills, MI
• 2014-04-03 → 2015-04-14
  Tfg Advisors
  Auburn Hills, MI

Other Businesses

1) 06/10/2015 - Keating & Associates Corp - Not Investment Related - Family Business - Troy, MI - Start Date:1997 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 06/10/2015 - Wealth Management Services LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:1995 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 01/25/2018 - Wealthcare Advisory Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/25/2018 - 160 Hrs/Mth - 160 Hrs During Trading. 4) 12/14/2021 - Wealth Management Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:01/01/2015 - 1 Hrs/Mth - 1 Hrs During Trading.I provide administrative support to Wealth Management Services, LLC, an independent investment advisor firm. I started this business activity in 1/2015. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 05/18/2023 - Integrated Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/28/2023 - 80 Hrs/Mth - 80 Hrs During Trading. 6) 05/18/2023 - Integrated Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:04/28/2023 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-09
• S65 Uniform Investment Adviser Law Examination
  2014-02-26

Other Names

• Julie Cecile Neff