$1.9B Omaha private bank team joins Private Wealth. Meet the team here →

private wealth

Julie Wagner

Chief Compliance Officer

Years of Experience: 26 years

Educational Background

  • AIB College of Business, Associate Degree, Business Management and Marketing


  • Iowa life insurance license
  • Passed FINRA Series 6 and 26

Other Notable Information

  • Julie has extensive experience working in regulatory compliance and risk management with some of the largest and most reputable financial organizations in the industry.
  • Julie’s expertise spans risk mitigation, compliance, data security, performance management, and organizational assessments and training.
  • As a highly regarded, dynamic specialist, Julie speaks on complex compliance and regulatory environments for high-growth companies.
  • In addition to her technical specialties, Julie has expansive leadership experience in employee development, operational excellence and strategic planning.