Julie Coombs, CFP®Client Service Manager
Phone: 262-796-8400
Julie Coombs is the Storm Fischer Investment Group’s primary Client Service Manager, and she has developed a reputation in her 12+ years with the firm as being clients' first and best resource for being the “go to” person for getting things done. Julie received the CERTIFIED FINANCIAL PLANNER™ certification after completing education course requirements in the following areas; Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Investments, and Insurance Planning. Julie is a Registered Associate with SII Investments, Inc. holding the Series 7 (General Securities Representative), and Series 63 (Uniform Securities Agent State Law) registrations. Julie is a graduate from Carroll University with a Bachelor degree in Business Administration with an emphasis in Finance. Julie’s bright smile and technical expertise are one of the reasons clients love working with us! Julie lives in Milwaukee with her husband Mike, daughter Hailey, and Ruby (the dog). She enjoys spending time with family and friends, riding, gardening, traveling, boating, and spending time outdoors.
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Storm Fischer Investment Group LLC 16655 W. Wisconsin Avenue Suite 105 Brookfield, WI 53005 262-796-8400 Securities and Advisory services offered through SII Investments, Inc. , Member FINRA, SIPC and a Registered Investment Advisor. Storm Fischer Investment Group, LLC and SII are separate companies. |