Julia Mendak
Investment adviser representative at Retirement and Wealth At Alliant, LLC
12 yearsExperience
1 stateRegistered in
$7.4BFirm assets
13 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Retirement and Wealth At Alliant, LLCSep 2023 to now
- Alliant Insurance Services, Inc.Apr 2023 to now
- Cetera Wealth Services, LLCMay 2023 to Jul 2025
- UnemployedAug 2020 to Apr 2023
- Voya Financial Advisors, Inc.Mar 2020 to Aug 2020
- UnemployedJun 2019 to Feb 2020
- Prudential Insurance Company of AmericaSep 2014 to Jun 2019
- Prudential Investment Management ServicesSep 2014 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 yearsIn 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
- 6394734
- Firm CRD
- 167970