Julia
Mendak
Alliant Retirement Consulting
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About this Advisor
Julia Mendak is a financial advisor based in New York, New York, working with Alliant Retirement Consulting. Julia has previously held positions at Prudential Insurance Company Of America, Prudential Investment Management Services, Prudential, Voya Financial Advisors, Inc, Alliant Retirement Consulting, Alliant Insurance Services, Inc, and Cetera Advisor Networks. Julia has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Julia is part of Alliant Retirement Consulting, which operates out of New York, New York. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alliant Retirement Consulting Brokerage Details
$144,000,000
23
47
$3,063,830
Investment Advisory Services
- Pension consulting services
Julia Mendak Work History
Alliant Retirement Consulting
Alliant Insurance Services, Inc
Cetera Advisor Networks
Voya Financial Advisors, Inc
Prudential Insurance Company Of America
Prudential Investment Management Services
Prudential
Disclosures
Please visit the SEC profile of Julia Mendak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliant Retirement Consulting
Seattle, WA
New York, NY
Oklahoma City, OK
New York, NY
New York, NY
Fresno, CA
Alpharetta, GA
Austin, TX
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