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Julia Schwientek
Vice President Operations at Advisory Resource
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Work Experience
Vice President Operations
Feb 2023 - Present · 1 years and 10 months
Jun 2015 - Present · 9 years and 6 months
Director Of Operations
Jan 2022 - Present · 2 years and 11 months
Executive Assistant
Jun 2015 - Jan 2022 · 6 years and 7 months
Company Details
11-50 Employees
Advisory Resource Group (ARG) represents independent financial advisors, wealth managers, and insurance professionals serving over 25,000 clients nationally; we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Advisory Resource Group was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been on creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the client's experience of financial planning as a collaborative, results-driven process. We like to grow, we like to win, and we like to have fun doing it. Our experience has taught us that all advisors want to continue to grow their income, work less, and when they do work, only do the things that bring them energy and stop doing the things that erode their professional enthusiasm. YOUR FUTURE REALIZED AT ADVISORY RESOURCE GROUP. Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit www.ourarg.com for full disclosures. ARG headquarters: 10900 NE 4th Street, Suite 2300 #2413, Bellevue, WA 98004, 425-658-0530, www.ourarg.com.
Year Founded
2022
Social Media
Linkedin
Industry
Financial Services
HQ Location
10900 NE 4th Street Suite 2300 #2413 Bellevue, WA 98004, US
Keywords
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