Broker Check

Julieann E. Schroeder, CFP®, AIF®


CAREER HISTORY

My career in financial services began in May of 1977 with Bremer Financial.  In March of 1989 I joined a metro-area financial services firm. My responsibilities at these two firms included senior management, investment management, human resources, client relationship manager, new business and operations.  Using the knowledge and experience I obtained during those 18 years along with my entrepreneurial spirit,  in May of 1995 I transitioned to private practice and founded Sincere Financial, Ltd.  Since that time I have been affiliated with Focus Financial Network, Royal Alliance Assoc. and Charles Schwab Co. and currently am affiliated with USAdvisors Financial Group, Securities America and Charles Schwab Co.

 

PROFESSIONAL DESIGNATIONS and EDUCATION HISTORY

Securities ( Series 7 ) and Insurance ( Series 63 ) licensed since 1989

Registered Investment Advisor ( Series 65 ) licensed since 1996

Certified Financial Planner™ (CFP®) obtained in 1993

Accredited Investment Fiduciary ( AIF®) obtained in 2013

Honors Graduate Marshall, MN High School – 1977

Honors Graduate – Graduate School of Banking – American Bankers Assoc. - 1986

 

PROFESSIONAL INVOLVEMENT AND MEMBERSHIPS

Member of the Certified Financial Planner Board of Standards since 1993

Member of the Financial Planning Association since 1993

Past President and 7 year Board Member for the FPA of MN Chapter

Past Director of the FPA of MN Annual Symposium event and current committee member

Member of the Accredited Investment Fiduciary Board of Standards since 2013

Member Financial Services Institute since 1995

 

2015 Distinguished Service Award recipient from the FPA of MN Chapter

 

COMMUNITY INVOLVEMENT

Member of the Greater Wayzata Area Chamber of Commerce since 1989

Past President and Board Member of the Greater Wayzata Area Chamber of Commerce

Literacy Volunteer for the Wayzata School District

Religious Education Instructor Holy Name of Jesus Catholic Church

Past Chair for the American Cancer Society Relay for Life event

Past Director and Volunteer for HAMMER

Financial contributor to KTIS Radio, Sharing and Caring Hands and the MS Society