Question 1

What services does Julie Kay Braun offer?

Accepted Answer

Julie Kay Braun specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

Question 2

What are Julie Kay Braun's credentials?

Accepted Answer

Julie Kay Braun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Julie Kay Braun located?

Accepted Answer

Julie Kay Braun is based in MINNEAPOLIS, Minnesota, working with CASTLELAKE, L.P.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

Question 4

How does Julie Kay Braun charge for services?

Accepted Answer

Julie Kay Braun's firm is compensated through percentage of aum, performance-based fees, other: servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is CASTLELAKE, L.P.?

Accepted Answer

CASTLELAKE, L.P. has approximately 224 employees and manages $26.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Julie Kay Braun

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