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Julie Nachtigal, Financial Advisor

FINANCIAL ADVISOR
Julie L Nachtigal

AAMS™, CRPC™
13 Milwaukee Ave W, Fort Atkinson, WI 53538opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings

About Julie

Whether planning for retirement, receiving an inheritance, saving for college, planning for the unexpected with life, disability or long-term care insurance, or evaluating wealth preservation and legacy considerations, I work with my clients through every stage of life.

I also work to create retirement income strategies that help safeguard wealth while managing market risk. And I always welcome the opportunity to work with your attorney, accountant or other trusted professional to deliver a more comprehensive strategy.

My husband and I have three grown children and enjoy being part of the Fort Atkinson community. I am a member of the Fort Atkinson...

Work History

  • Edward JonesFebruary 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin,WhitewaterBachelor of Arts

Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Volunteering
  • Health & Nutrition

Team Members

  • Tammy Green
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(920) 542-1325

Fax

(888) 701-0882

Office Address

13 Milwaukee Ave W
Fort Atkinson, WI 53538opens in a new window

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