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Julie Renee Toelle

SOMERSET GROUP LLC·WAYZATA, Minnesota
Clean record12 years registeredSOMERSET GROUP LLC
15600 WAYZATA BLVD, WAYZATA, MN 55391CRD# 6012096Firm CRD# 160282

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Renee Toelle · WAYZATA, MN
Registration
CRD #6012096 · SOMERSET GROUP LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

SOMERSET GROUP LLC
Jan 2014 – present
02

Registrations & Exams

Registration record
First registered · January 23, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOMERSET GROUP LLC
CRD 160282 · SEC 801-73020
AUM
$146M
Regulatory assets under management
Employees
3
168 client accounts
Services offered by SOMERSET GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOMERSET GROUP LLC →
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05

Frequently Asked Questions

What services does Julie Renee Toelle offer?
Julie Renee Toelle specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYZATA, Minnesota for a consultation.
What are Julie Renee Toelle's credentials?
Julie Renee Toelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Renee Toelle located?
Julie Renee Toelle is based in WAYZATA, Minnesota, working with SOMERSET GROUP LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.
How does Julie Renee Toelle charge for services?
Julie Renee Toelle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOMERSET GROUP LLC?
SOMERSET GROUP LLC has approximately 3 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOMERSET GROUP LLC

Arlene Jane Kielley
WAYZATA, MN
John Moylan Murphy
WAYZATA, MN

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