Julie Ann Meyer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2015 → 01/2019
  Cetera Advisors Llc
  Denver, CO
• 12/2015 → 01/2019
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2015 → 01/2019
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2015 → 01/2019
  First Allied Securities, Inc.
  San Diego, CA
• 12/2015 → 11/2016
  Investors Capital Corp.
  Lynnfield, MA
• 12/2015 → 12/2016
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 12/2015 → 01/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 12/2015 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 12/2015 → 11/2016
  Vsr Financial Services, Inc.
  Overland Pakr, KS
• 06/2023 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Osaic
  New York, NY

Previous Registrations

• 2023-06-29 → 2026-01-26
  Cetera Investment Advisers Llc
  Minnetonka, MN
  Cambridge, MN
• 2014-01-08 → 2023-06-29
  Cetera Wealth Services, Llc
  Edina, MN
  Minnetonka, MN
  Minnetonka, MN
  Minnetonka, MN
  Little Canada, MN
  El Segundo, CA
  Atlanta, GA
  Minnetonka, MN
  Cambridge, MN

Other Businesses

1. AFFILIATED ADVISORS POSITION: FLS NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/26/2026 ADDRESS: 5353 Wayzata Blvd, suite 602, St Louis Park MN 55416, United States DESCRIPTION: DBA disclosure only

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-07-17

Other Names

• Julie Ann Fossum
• Julie Ann Lockwood