Amilka N. Delgado
WISDOM PLANNING GROUP
Orlando, FL 32804
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CRD#: 4097387
Professional summary
Amilka Nmn Delgado, CFP®, CIMA®, who also goes by Amilka Delgado, is a registered financial advisor currently at WISDOM PLANNING GROUP located in Orlando, Florida.
Amilka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Amilka has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amilka Delgado
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.
(1) 09/02/2014: Delgado Wealth Management - DBA ONLY (2) Insurance agent; 215 licensed; various appointments. Receive commissions for insurance sales, such as term and fixed annuities. Name of outside business: Insurance License; Location of the business: 3322 Clay Ave Orlando FL 32804 United States; oba street address: 3322 Clay Ave;oba city: Orlando;oba state: FL;oba zip code: 32804;oba country: United States;Description of the business: Life Insurance sales;Position Title: Agent;Responsibilities Duties: Sale of life insurance and fixed annuities in accordance with Florida 2-15 license;Start date with business: 2012-09-10; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: Yes;
CRS (Client Relationship Summary) - RIA
Click below to view Amilka Nmn Delgado's 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®
Start date: 2014
Experience
Current
December 6, 2019 - Present
WISDOM PLANNING GROUP
Office #1: 3322 Clay Ave, Orlando, FL 32804RIA
CRD#: 305721
Orlando, FL
Past
April 29, 2015 - April 15, 2020
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
ORLANDO, FL
Past
February 5, 2015 - June 19, 2015
PRIVATE WEALTH ALLIANCE, LLC
RIA
CRD#: 171880
Winter Park, FL
Past
September 4, 2014 - April 23, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
WINTER PARK, FL
Past
September 2, 2014 - April 23, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
WINTER PARK, FL
Past
February 6, 2003 - September 16, 2014
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
ORLANDO, FL
Past
April 8, 2000 - September 16, 2014
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
ORLANDO, FL
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".
WP
WISDOM PLANNING GROUP
DELGADO WEALTH MANAGEMENT, LLC | WISDOM PLANNING GROUP | DELGADO WEALTH MANAGEMENT, LLC DBA WISDOM PLANNING GROUP
CRD#: 305721 / SEC#: 801-132758
RIA
Registered Investment Advisory firm - (5/13/2025 Approved)Florida
Registered Investment Advisory firm - (7/1/2025 Terminated)Texas
Registered Investment Advisory firm - (7/1/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/8/2025 Terminated)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
Florida(12/6/2019)
IAR
Texas(11/8/2022)
IAR
Virginia(5/20/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
WP
WISDOM PLANNING GROUP
DELGADO WEALTH MANAGEMENT, LLC | WISDOM PLANNING GROUP | DELGADO WEALTH MANAGEMENT, LLC DBA WISDOM PLANNING GROUP
CRD#: 305721 / SEC#: 801-132758
RIA
Registered Investment Advisory firm - (5/13/2025 Approved)Florida
Registered Investment Advisory firm - (7/1/2025 Terminated)Texas
Registered Investment Advisory firm - (7/1/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/8/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3322 Clay Ave, Orlando, FL 32804
Mailing Address
Phone number
(407) 462-5486
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 266 |
| AUM (Assets Under Management) | $ 105,266,033 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
