Unclaimed Profile

Julie Lynn Seifert

THE FINANCIAL NETWORK GROUP, LTD·CINCINNATI, Ohio

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record21 years registeredTHE FINANCIAL NETWORK GROUP, LTD

7890 E KEMPER ROAD, SUITE 200, CINCINNATI, OH 45249CRD# 2409883Firm CRD# 106619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Lynn Seifert · CINCINNATI, OH

Registration

CRD #2409883 · THE FINANCIAL NETWORK GROUP, LTD · 21 years registered

Brand Profile

Not yet started

Career History

SEI INVESTMENTS MANAGEMENT CORP

Oct 2022 – present

SEI INVESTMENTS DISTRIBUTION CO.

Oct 2022 – present

LINCOLN INVESTMENT

Sep 2018 – Oct 2022

Cincinnatti, OH

LINCOLN INVESTMENT

Feb 2015 – Feb 2018

CINCINNATI, OH

SIMPLY MONEY ADVISORS

May 2005 – Nov 2014

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · May 31, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FINANCIAL NETWORK GROUP, LTD

CRD 106619 · SEC 801-49136

AUM

$788M

Regulatory assets under management

Employees

1,849 client accounts

Services offered by THE FINANCIAL NETWORK GROUP, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE FINANCIAL NETWORK GROUP, LTD →

Introduction

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Frequently Asked Questions

What services does Julie Lynn Seifert offer?

Julie Lynn Seifert specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Julie Lynn Seifert's credentials?

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

Where is Julie Lynn Seifert located?

Julie Lynn Seifert is based in CINCINNATI, Ohio, working with THE FINANCIAL NETWORK GROUP, LTD. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Julie Lynn Seifert charge for services?

Julie Lynn Seifert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE FINANCIAL NETWORK GROUP, LTD?

THE FINANCIAL NETWORK GROUP, LTD has approximately 28 employees and manages $788M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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