Julie Mccarthy Gillette Johns

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2012 → 05/2017
  Wealth Enhancement Group
  Plymouth, MN
• 01/2013 → 05/2017
  Lpl Financial, Llc
  Plymouth, MN
• 04/2013 → 05/2017
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
• 04/2013 → 05/2017
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 05/2017 → 04/2019
  Unemployed
  Edina, MN
• 04/2019 → 11/2023
  Lpl Financial
  Plymouth, MN
• 04/2019 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 04/2019 → Present
  Wealth Enhancement Group
  Plymouth, MN

Previous Registrations

• 2013-05-06 → 2017-05-22
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN

Other Businesses

GILLETTE CABIN, LLC - NOT INVESTMENT RELATED - EDINA, MN - OWNER - 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-15

Designations

• Certified Financial Planner

Other Names

• Julie Mccarthy Gillette
• Julie G Johns
• Julie Johns