Amilka Nmn Delgado
Investment adviser representative at Wisdom Planning Group
6 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$112.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Wisdom Planning GroupDec 2019 to now
- Delgado Wealth Management, LLC; dba Wisdom Planning GroupAug 2014 to now
- Independent Financial PartnersApr 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
Wisdom Planning Group
Legal name: Delgado Wealth Management, LLC
$112.9MAssets managed
115Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4097387
- Firm CRD
- 305721