Julie Endicott
LVZ · Green Lake, Wisconsin
Julie Endicott is a fee-only financial advisor at LVZ in Green Lake, Wisconsin. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LVZ |
|---|---|
| Based in | Green Lake, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 5,879 accounts |
| SEC registration | Investment adviser representative in TN, WI · CRD 4048022 |
| Exams passed | Series 63 (2000) · Series 65 (2007) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.lvzadvisors.com |
How Julie's firm compares
- LVZ's average account is about $191,000, from its Form ADV (assets managed divided by 5,879 accounts).
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Questions about Julie
Is Julie Endicott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and LVZ reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julie Endicott based?
Julie Endicott is based in Green Lake, Wisconsin.
Is Julie Endicott registered with the SEC?
Yes. Julie Endicott is registered as an investment adviser representative in TN and WI (CRD 4048022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LVZ manage?
LVZ reports $1.13B across 5,879 accounts in assets under management.
How do I contact Julie Endicott?
Through Julie's website, www.lvzadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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