Julie A. Mcnulty

FINANCIAL COMPASS LLC

Haddonfield, NJ 08033

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CRD#: 5627040

Professional summary

Julie Ann Mcnulty, CFP®, ChFC®, who also goes by Julie Mcnulty, Julie Ann Mcnulty Wielehowski, Julie Mcnulty Wielehowski, is a registered financial advisor currently at FINANCIAL COMPASS LLC located in Haddonfield, New Jersey.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Julie has worked at 1 firm .

Biography

Julie graduated from the University of Massachusetts, Amherst, with a degree in Economics.  She is a Registered Investment Advisor, Certified Financial Planner, and  Chartered Financial Consultant.  Julie has been a solo practitioner since 2009, following a rewarding 10 year corporate finance career at GE.  

Julie lives in Bucks County, PA.  Outside of running her business, she enjoys outdoor activities, reading, and training with off-track Thoroughbreds.  Julie is a former board member of CASA of Camden County (2009-2014), dedicated to serving foster childrens needs, and currently serves food pantries in Camden NJ.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Baby Boomers

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Socially Responsible Investmen...

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Julie Mcnulty | Julie Ann Mcnulty Wielehowski | Julie Mcnulty Wielehowski

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 Julie Ann Mcnulty'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

Start date: 2013

ChFC^®

Chartered Financial Consultant

Experience

Current

April 15, 2009 - Present

FINANCIAL COMPASS LLC

Office #1: 34 Tanner Street Suite 3, Haddonfield, NJ 08033

RIA

CRD#: 148773

Haddonfield, NJ

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

New Jersey
(4/15/2009)

IAR

Pennsylvania
(2/13/2018)

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

Current Firm

FINANCIAL COMPASS LLC

COMPASS FINANCIAL ADVISORS, LLC | MILZ FP | FINANCIAL COMPASS LLC

CRD#: 148773 / SEC#:

New Jersey

Registered Investment Advisory firm - (4/15/2009 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/13/2018 Approved)

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Contact information

Main Address

Philadelphia, PA

Mailing Address

Phone number

(856) 685-5051

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	113
AUM (Assets Under Management)	$ 66,480,000

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.

Contact information

(xxx) xxx-xxxx

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Julie A. Mcnulty

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Ann Mcnulty's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL COMPASS LLC

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL COMPASS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL COMPASS LLC

TRUST BUT VERIFY

Contact information

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