Julie Ann Mcnulty
CFP®, ChFC®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
Specializations
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...
Other Aliases
Julie Mcnulty, Julie Ann Mcnulty Wielehowski, Julie Mcnulty Wielehowski
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
17 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
COMPASS FINANCIAL ADVISORS, LLC | MILZ FP | FINANCIAL COMPASS LLC
Contact Information
Main Address
Philadelphia, PAPhone Number
(856) 685-5051# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
148AUM (Assets Under Management)
$83,660,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/15/2009)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Julie Ann Mcnulty's CRS (Customer Relationship Summary).
Services Offered by Julie
- Retirement Planning
- Investment Management
- Financial Planning
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