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Financial ADVSR advisor directory · SEC adviser records

Windmark Investment Partners, Inc. financial advisors in Delaware

Every SEC-registered investment adviser representative at a Windmark Investment Partners, Inc. office in Delaware, by city and A to Z.

The short answer

5 registered advisors work at Windmark Investment Partners, Inc. in Delaware, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Wilmington (5). 0 list the CFP designation and 0 are also registered broker representatives.

Windmark Investment Partners, Inc. advisors by city in Delaware

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Wilmington 5

Windmark Investment Partners, Inc. advisors in Delaware, A to Z

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Questions

How many Windmark Investment Partners, Inc. financial advisors are in Delaware?

5 investment adviser representatives are registered at Windmark Investment Partners, Inc. offices in Delaware, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Delaware does Windmark Investment Partners, Inc. have the most advisors?

Wilmington, with 5. Windmark Investment Partners, Inc. has advisors in 1 city in Delaware.

How do I check a Windmark Investment Partners, Inc. advisor in Delaware?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Windmark Investment Partners, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.