Inactive

Julia Brooks Wachler

Baron Wealth Management, LLC

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Current Employers

Baron Wealth Management, Llc

1441 W. Long Lake Road Suite 240, Troy, MI 48098 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-10-21

MI RA
APPROVED

Since 2023-10-21

Branch Locations

1441 W. Long Lake Road Suite 240, Troy, MI 48098 • 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

Organization	City	State	From	To
Baron Wealth Management	Troy	MI	11/2021	Present
Bedrock	Detroit	MI	09/2016	11/2021
Rock Ventures	Detroit	MI	02/2014	09/2016

11/2021 → Present

Baron Wealth Management

Troy, MI
09/2016 → 11/2021

Bedrock

Detroit, MI
02/2014 → 09/2016

Rock Ventures

Detroit, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-21

S65 Uniform Investment Adviser Law Examination

2023-10-21

Other Names

Julia Brooks Wartchow

View on SEC IAPD

Other Firms

COOK & ASSOCIATES

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STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

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MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK

AMY LYNN ROBERTS

MICHAEL A JUSTIN

BRUCE CRAIG GREENING

STEVEN THOMAS MARLETTE

MICHAEL DAVID VICHUNAS

DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI

LPL FINANCIAL LLC · TROY, MI

LPL FINANCIAL LLC · TROY, MI

STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI

SPC · Troy, MI

CETERA INVESTMENT ADVISERS LLC · TROY, MI

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI

STRAIGHTLINE · TROY, MI

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