Julie L Baertschi is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2021-05-18 | present | Yes |
| LPL FINANCIAL LLC | 2021-03-24 | 2021-04-23 | — |
| BMO HARRIS FINANCIAL ADVISORS, INC. | 2012-08-01 | 2021-03-24 | — |
| M&I INVESTMENT MANAGEMENT CORP. | 2010-04-28 | 2012-04-18 | — |
| M&I FINANCIAL ADVISORS, INC | 2006-11-10 | 2012-08-01 | — |