Andrew M. Dinger

WINDMARK INVESTMENT PARTNERS

Wilmington, DE 19803

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CRD#: 4510865

Professional summary

Andrew Mark Dinger, CFP® is a registered financial advisor currently at WINDMARK INVESTMENT PARTNERS, INC. located in Wilmington, Delaware.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 2 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Andrew Mark Dinger'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^®

Certified Financial Planner

Experience

Current

April 22, 2021 - Present

WINDMARK INVESTMENT PARTNERS, INC.

Office #1: 2 Righter Parkway Suite 105, Wilmington, DE 19803

RIA

CRD#: 131880

Wilmington, DE

Past

March 26, 2002 - September 24, 2008

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

WINDMARK INVESTMENT PARTNERS, INC.

ASHFORD CONSULTING GROUP, INC. | WINDMARK INVESTMENT PARTNERS, INC.

CRD#: 131880 / SEC#: 801-63587

RIA

Registered Investment Advisory firm - (10/19/2004 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

Delaware
(4/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/3/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/25/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WINDMARK INVESTMENT PARTNERS, INC.

ASHFORD CONSULTING GROUP, INC. | WINDMARK INVESTMENT PARTNERS, INC.

CRD#: 131880 / SEC#: 801-63587

RIA

Registered Investment Advisory firm - (10/19/2004 Approved)

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Contact information

Main Address

2 Righter Parkway Suite 105, Wilmington, DE 19803

Mailing Address

Phone number

(302) 691-0228

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

WINDMARK ADV PART 2A FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 225,128,000

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.

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Andrew M. Dinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mark Dinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINDMARK INVESTMENT PARTNERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

WINDMARK INVESTMENT PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/3/2002

Series 7

Date: 8/5/2003

Series 6

Date: 3/25/2002

Current Firm

WINDMARK INVESTMENT PARTNERS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WINDMARK INVESTMENT PARTNERS, INC.

TRUST BUT VERIFY

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