Julie Denise McDaniel
Investment Adviser Representative at Impactfolio LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julie Denise Mcdaniel is an investment adviser representative with Impactfolio LLC in Denver, CO, where they have been registered since 2019. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Sharkey Howes & Javer Inc and NFP Securities, Inc. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Colorado.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Sharkey, Howes & Javer IncOct 2013 – Feb 2019Denver, CO
- Impactfolio LLCFeb 2019 – no end date reportedDenver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Impactfolio LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- AUM under $3,000,000—
- AUM over $3,000,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning and impact investing, including core and explore portfolio management, holistic financial planning covering goal planning, cash flow planning, retirement planning, Social Security analysis, income tax planning, risk management, education planning, investment consultation for employer retirement plans, and estate planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Denver, CO
- SEC file number:
- 801-121482
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 22, 2026
View full firm profileOther advisors at Impactfolio LLC
2 other advisors in the directory
Similar advisors in Denver, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie Denise McDaniel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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