Everest Financial Group

About

Home | Julieann E. Schroeder CFP®, AIF® (952) 767-3494 , AIF Home" /> Sincere Financial Client focused.... Product neutral... Entrepreneurial independence. We offer professional advice that is reasoned, rational, and scrupulously objective. Delivered with the highest level of integrity and moral standards, we produce an extraordinary client experience. You can be assured we will always do the right thing and add a little humor along the way. About | Julieann E. Schroeder CFP®, AIF® (952) 767-3494 , AIF Home" /> Julieann E. Schroeder CFP , AIF Financial Advisor (952) 767-3494 julieann@everestfg.us CAREER HISTORY Financial Advisor affiliated with USAdvisors Financial Group Registered Representative with Securities America, Inc. Thirty-eighth Year in Financial Services Industry. Specializing in the design, communication and investment management of employee benefit programs for closely-held businesses and self-employed individuals. Experienced financial advisor for upper net worth individuals. Served in the capacities of general management, client services, operations and sales. Past President of a metro-area financial services firm. Founding employee of Bremer Financial - Trust Company. Past Vice President - Bremer Financial - Trust Company. COMMUNITY INVOLVEMENT Literacy Volunteer for the Wayzata School District Religious Education Instructor at St. Mary of the Lake Church Past President - Greater Wayzata Area Chamber of Commerce Founder and Director - Wayzata Chamber Foundati

Key Contact

Geographic Focus