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Julie Renee Toelle

SOMERSET GROUP LLC·WAYZATA, Minnesota
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15600 WAYZATA BLVD, WAYZATA, MN 55391CRD# 6012096Firm CRD# 160282
01

About

Julie Renee Toelle is a registered financial advisor based in WAYZATA, Minnesota, affiliated with SOMERSET GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOMERSET GROUP LLC
SOMERSET GROUP LLC
AUM
$146M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOMERSET GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6012096
Firm CRD# 160282
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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