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Denise Georgia Delaney

Denise G. Delaney

INDEX FUND ADVISORS | Wealth Advisor, Senior Vice President
IRVINE, CA 92612
Some features on this profile are disabled
CRD#: 1800794
Denise Georgia Delaney

Professional summary

Denise Georgia Delaney, CFP®, who also goes by Denise G Daskalakis, Denise G Johnson, Denise Georgia Johnson, is a registered financial advisor currently at INDEX FUND ADVISORS, INC. located in Irvine, California.

Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Denise has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Philanthropic services
Financial planning
Trust & estate planning
Institutional consulting
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes

Aliases

Denise G Daskalakis | Denise G Johnson | Denise Georgia Johnson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denise Georgia Delaney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

Experience

Current

August 7, 2007 - Present

INDEX FUND ADVISORS, INC.

Office #1: 19200 Von Karman Ave Suite 150, Irvine, CA 92612
RIA
CRD#: 109143
IRVINE, CA
Past

October 3, 1997 - December 2, 2005

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

July 8, 1997 - December 1, 2005

ENGEMANN ASSET MANAGEMENT

RIA
CRD#: 105158
PASADENA, CA
Past

July 14, 1992 - October 3, 1997

PASADENA FUND SERVICES, INC.

BD
CRD#: 28494
Past

June 26, 1991 - October 20, 1992

ASCHER/DECISION SERVICES, INC.

BD
CRD#: 10034
SAN MARINO, CA
Past

February 23, 1988 - May 30, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INDEX FUND ADVISORS, INC.
IFA PUBLISHING, INC. | INVESTING FOR CATHOLICS | INDEXFUNDS.COM | INDEX FUNDS, INC. | INDEX FUNDS ADVISORS, INC. | INDEX FUND ADVISORS, INC.

CRD#: 109143 / SEC#: 801-57978

RIA
Registered Investment Advisory firm - (9/28/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/7/2007)
IAR
Louisiana
(8/7/2007)
IAR
Texas
(8/7/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/16/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/5/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/1988
General Securities Representative Examination

Current Firm

IF
INDEX FUND ADVISORS, INC.
IFA PUBLISHING, INC. | INVESTING FOR CATHOLICS | INDEXFUNDS.COM | INDEX FUNDS, INC. | INDEX FUNDS ADVISORS, INC. | INDEX FUND ADVISORS, INC.

CRD#: 109143 / SEC#: 801-57978

RIA
Registered Investment Advisory firm - (9/28/2000 Approved)
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Contact information

Main Address
19200 Von Karman Ave Suite 150, Irvine, CA 92612-6566
Mailing Address
Phone number
(949) 502-0050
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INDEX FUND ADVISORS FORM ADV PART 2A 10.08.2025 (10/8/2025)

Regulatory assets under management

Total Number of Accounts7,146
AUM (Assets Under Management)$ 5,329,171,931

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INDEX FUND ADVISORS, INC.

Wealth Advisor, Senior Vice PresidentCRD#: 109143Irvine, CA 92612

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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