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Julie Lynn Seifert

THE FINANCIAL NETWORK GROUP, LTD·CINCINNATI, Ohio
Unclaimed Profile
7890 E KEMPER ROAD, SUITE 200, CINCINNATI, OH 45249CRD# 2409883Firm CRD# 106619
01

About

Julie Lynn Seifert is a registered financial advisor based in CINCINNATI, Ohio, affiliated with THE FINANCIAL NETWORK GROUP, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
THE FINANCIAL NETWORK GROUP, LTD
SIMPLY MONEY ADVISORS
AUM
$788M
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at THE FINANCIAL NETWORK GROUP, LTD →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2409883
Firm CRD# 106619
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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