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Financial Advocates’ Advisor and Partner in Philanthropy, Julie Rothmeier, Honored by Invest in Others
Rothmeier Earns Honorable Mention for the Volunteer of the Year Award in the 2019 Invest in Others Awards.
OLYMPIA, WA., July 18, 2019 – Financial Advocates’ advisor and partner in philanthropy, Julie Rothmeier, a retirement planning specialist and founder of Strategic Wealth Partners in Cloquet, Minnesota, has received Honorable Mention in the 13th Annual Invest in Others Awards for her philanthropic contributions to The Rotary Club of Cloquet.
Financial Advocates nominated Rothmeier for the 2019 Invest in Others Awards for her efforts spearheading the launch of two charitable initiatives benefiting children and veterans in Cloquet; the Literacy Program of Cloquet and the Rotary March for Veterans Celebration.
Rothmeier’s vision for these programs and her volunteerism as a Rotarian have contributed significantly to the success of both programs. To date, the Literacy Program of Cloquet has distributed over 7,500 books to the kindergartners and third graders of Cloquet, and the Rotary March for Veterans Celebration has raised over $15,000 for Cloquet’s local Department of Veterans Affairs, their local V.F.W., and 23rd Veteran.
“We have made it our priority to shine a spotlight on all the good work being done by the advisors who participate in our Partners in Philanthropy Program,” said Angela Vlach, COO, and President of Financial Advocates. “We value Julie as a partner and have always admired her willingness to dedicate so much of her time for the benefit of others. We are thrilled to see her receive this honor.”
The Rotary Club of Cloquet, Minnesota, will receive a $1,000 donation from Invest in Others in Rothmeier’s honor.
To learn more about Julie Rothmeier, visit http://www.swpcloquet.com.
To learn more about Financial Advocates’ Partners in Philanthropy Program, visit financialadvocates.com/find-a-charity.com
About Financial Advocates
Financial Advocates, LLC (FA) provides servant leadership in the financial advice market and serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. Organized in 1996, FA now serves over $8.8 billion in brokerage and advisory assets; $3 billion in advisory assets managed through the registered investment advisor, Financial Advocates Investment Management (FAIM) as of 12/31/2018; $1.1 billion in advisory assets managed through the registered investment advisory subsidiary to LPL Financial (LPL) as of 12/31/2018; $3 billion in brokerage assets served through LPL as of 12/31/2018 and $1.6 billion in advisory assets under advisement through the registered investment advisor, Financial Advocates Investment Management (FAIM) as of 12/31/2018.
FA’s experienced and diverse staff delivers intensive support to advisors as they transition to an Independent Broker-Dealer, a Hybrid RIA, or RIA to achieve pure independence. Advisors then enjoy concierge-level service in business development, regulatory compliance oversight, operations, IT, marketing, and investment management. FA provides services to more than 200 independent financial advisors, several banks and credit unions, and more than 100 support staff.
Financial Advocates and its affiliates have 28 home office employees with office locations in Olympia, WA and Tacoma, WA. For more information, please visit www.financialadvocates.com.
*As of December 2018