Client Relationship Summary

Julie DeVisser

COMPLIANCE MANAGER

Julie earned her bachelor’s degree in finance from Davenport University in 2002, achieved the Investment Adviser Certified Compliance Professional (IACCP®) designation in 2015, and earned the Certified Securities Compliance Professional (CSCP) designation from the University of St. Thomas in 2023. As the Compliance Manager, Julie is responsible for overseeing the behind-the-scenes work that goes into processing business for our clients and the managing of client records.
Julie DeVisser is an Investment Adviser Certified Compliance Professional®.

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