JC
Julie Cassatt-olsen
from Doceo Wealth, LLC
Julie Cassatt-olsen is a financial advisor based in Idaho, Meridian,
with 25 years of experience. Julie currently works for
Doceo Wealth, LLC.
Julie maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Julie Cassatt-olsen works at Doceo Wealth, LLC
Doceo Wealth, LLC is a financial advisory firm based in Meridian, Idaho. It currently has approximately $170,711,691 of assets under management and employs about 5 people. Doceo Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1880 S. Cobalt Point Way, Suite 350, Meridian, Idaho, 83642
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