Julia E. Delack

WINDMARK INVESTMENT PARTNERS

Wheaton, IL

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CRD#: 7807381

Professional summary

Julia Elise Delack, who also goes by Julia Elise Deininger, is a registered financial advisor currently at WINDMARK INVESTMENT PARTNERS, INC. located in Wheaton, Illinois.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Julia has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia Elise Deininger

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 Julia Elise Delack'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®

None

Experience

Current

October 23, 2023 - Present

WINDMARK INVESTMENT PARTNERS, INC.

RIA

CRD#: 131880

Wheaton, IL

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
(10/23/2023)

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

IAR

Series 65

Date: 10/23/2023

Uniform Investment Adviser Law 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

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Firm Stability Insights

Julia E. Delack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Elise Delack's CRS (Customer Relationship Summary).

Certified licenses

Experience

WINDMARK INVESTMENT PARTNERS, INC.

Primary Firm SEC Registration

WINDMARK INVESTMENT PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2023

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.

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