Julie Toelle has been Member, Treasurer, Operations Manager of Somerset Group since December 2011, is not listed as a control person, but directly owns between 10% and 25% of the firm. Julie Toelle holds a BA in Business Administration from Belmont College.
Somerset Group LLC is a Wayzata, MN firm with $146M under management, 58 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Julie Toelle is Treasurer, Head of Operations of Somerset Group. She is head of operations for both the Minnesota and Florida offices. She came to Somerset Group in 2012 after spending 9 years at Somerset Asset Management.
- Somerset Group LLCCurrent– present · 12 yearsBoca Grande, FL · Adviser representative · Firm CRD 160282
Investment adviser representative registrations
Julie Toelle is registered as an investment adviser representative in Minnesota, since January 2014.
- MinnesotaSince 23 January 2014
Examinations
No examinations are on Julie Toelle’s record.
- Full name
- Julie Renee Toelle
- CRD
- 6012096
- Firm
- Somerset Group · CRD 160282
- Role
- Member, Treasurer, Operations Manager
- Office
- 375 PARK AVENUE, SUITE 1, Boca Grande, FL 33921
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- somerset-group.com
Where does Julie Toelle work?
Julie Toelle has been Member, Treasurer, Operations Manager of Somerset Group LLC since December 2011.
Is Julie Toelle a financial advisor?
Yes. Julie Toelle has a current investment-adviser registration in Minnesota, through Somerset Group since January 2014.
How many years of experience does Julie Toelle have?
Julie Toelle has 12 years in the financial industry, since January 2014, across 1 adviser firm.
Where is Julie Toelle based?
Julie Toelle’s registered office is in Boca Grande, FL.
Is Julie Toelle registered with FINRA?
No. Julie Toelle has no current broker registration.
How can I verify Julie Toelle’s record?
Search CRD 6012096 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Toelle’s full registration record.