Focus Financial Network, Inc. -
Julieann Schroeder, CFP®
1000 Shelard Parkway, Suite 300
PROFESSIONAL INVOLVEMENT
In the financial services industry since 1977 Specializing in the design, communication and investment management of employee benefit programs for closely-held businesses Financial Advisor to Women In Transition and Female Business Owners 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
EDUCATION/REGISTRATIONS
Honors Graduate - Graduate School of Banking - Amer Bankers Assoc. (1986) CERTIFIED FINANCIAL PLANNER™ (CFP®,1993) Investment Advisor Representative - Series 65 registration (1996) Securities and Insurance (Series 7 and Series 63) registrations (1989)
COMMUNITY INVOLVEMENT
Past President - Greater Wayzata Area Chamber of Commerce Founder and Director - Wayzata Chamber Foundation Past Director - Wayzata Crime Prevention Coalition Past Chair - American Cancer Society Relay For Life Event Past Member - Interfaith Outreach Fund Drive Committee Past Chair - Hammer Residences Capital Campaign of $2.5 million Past Director and Active Volunteer - Hammer
PROFESSIONAL MEMBERSHIPS and AFFILIATIONS
Member of The Financial Planning Association Member of the Greater Wayzata Area Chamber of Commerce Partner with Incentive Compensation Alternatives, Inc. (ICA) Preferred Partner for The Business Bank
Services
FINRA /SIPC .
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state registrations .
