JL

Julia C Laginess

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.5M

Fee Structure

Financial Planning:Investment management only

Tyler Schall is also licensed as an independent insurance agent and may earn commissions from insurance product sales. This presents a conflict of interest, but clients are not obligated to purchase insurance through him.

Areas of Practice
Insurance Planning
Loading...

Advisor Information

Office location

2701 Cambridge Ct., Ste 216, Auburn Hills, MI, 48326

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Star Wealth Advisors
March 2025 - Present · 10 mos
Previous Registrations
John Hancock Personal Financial Services, LLC
August 2023 - May 2024 · 9 mos
John Hancock Investment Management Distributors LLCBroker
April 2023 - May 2024 · 1 yr 1 mo
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.