Julie Distler has been an investment adviser representative at Lakeridge Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Julie Distler’s longest registration is the current one, 5 years at Lakeridge Wealth Management since 2021. Before joining Lakeridge Wealth Management in 2022, Julie Distler was registered through Cetera Advisor Networks LLC.
- – present · 5 yearsMentor, OH · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 3 yearsMentor, OH · Adviser representative · Firm CRD 13572
Investment adviser representative registrations
Julie Distler is registered as an investment adviser representative in Ohio, since January 2022.
- OhioSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 May 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Julie Marie Distler
- CRD
- 6827377
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- 7470 CENTER ST, Mentor, OH 44060
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Julie Distler work?
Julie Distler is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Julie Distler a financial advisor?
Yes. Julie Distler has a current investment-adviser registration in Ohio, through Lakeridge Wealth Management since January 2022.
How many years of experience does Julie Distler have?
Julie Distler has 8 years in the financial industry, since May 2018, across 2 adviser firms.
What exams has Julie Distler passed?
Julie Distler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2018. FINRA credited Julie Distler with the SIE, which began in October 2018.
Where is Julie Distler based?
Julie Distler’s registered office is in Mentor, OH.
Is Julie Distler registered with FINRA?
Yes. Julie Distler has a current broker registration, under CRD 6827377.
Source: FINRA BrokerCheck
How can I verify Julie Distler’s record?
Search CRD 6827377 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Julie Distler’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging