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Member, Treasurer, Operations Manager · Somerset Group LLC

Julie R. Toelle

CRD 6012096 · Named on Form ADV at one SEC-registered adviser

At a glance

Somerset Group LLC, an SEC-registered wealth manager based in Wayzata, MN with $146 million in regulatory assets, lists Julie R. Toelle on its Form ADV as Member, Treasurer, Operations Manager.

Firms and roles

  • Somerset Group LLCMember, Treasurer, Operations ManagerWealth manager · Wayzata, MN · $146M in regulatory assets

AtlasMembers

Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.