Julie Fuller Overview
- Company
- Generations Weal...
- Primary Position
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Co-Founder and...
Julie Fuller General Information
Biography
Ms. Julie Fuller co-founded and co-owned Generations Wealth Management. She co-founded Generations Wealth Management (GWM) in 2009 after spending 17 years with Deloitte Tax and FBL Financial Group, where she served high-income executives in the areas of tax and wealth management. She earned a degree in accounting from Iowa State University and holds the CPA® and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. In addition to her CPA and CFP® certifications, She holds FINRA Series 7, 63 and 65 securities registrations through Commonwealth Financial Network®. She also holds life, health and disability insurance licenses. She uses her skills as a CPA and CFP® Professional to guide every financial plan that GWM implements. While at Iowa State, She was a four-year varsity softball letter-winner for the Cyclones. A longtime advocate for Iowa State Cyclone athletics, she served as the treasurer for the Iowa State Letterwinners Club for many years. She coached countless youth softball teams over the years for their four daughters and was an active West Des Moines Girls Softball Association Board member for seven years. Her involvement in the community also includes serving as president of her local PEO chapter, a member of the Finance Board at the Community Foundation of Greater Des Moines and Treasurer of Healthy Birth Day, Inc.
Contact Information
Julie Fuller FAQs
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Who is Julie Fuller?
Ms. Julie Fuller co-founded and co-owned Generations Wealth Management.
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How much does Julie Fuller typically invest?
Julie Fuller's median deal size is
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What is Julie Fuller’s main position?
Julie Fuller’s primary position is Co-Founder and Co-Owner.
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