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Julia Mendak

Alliant Retirement Consulting

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About Julia Mendak

Julia Mendak is an investment advisor representative at Alliant Retirement Consulting. Julia has been in the industry since July 5, 2017. Julia has been registered with Alliant Retirement Consulting since September 5, 2023. Julia's previous experience includes positions at Voya Financial Advisors, Inc. and Prudential Investment Management Services LLC. Julia has passed the Series 6, Series 63, Series 65 and SIE exams. Julia specializes in providing investment advisory services to pension and profit-sharing plans.

Firm Information

Julia Mendak is currently registered with Alliant Retirement Consulting. Alliant Retirement Consulting is an Alpharetta, GA-based firm with approximately $10 billion - $50 billion in regulatory assets under management. They primarily serve pension and profit-sharing plans with 47 clients and $3.6 billion in assets. Alliant Retirement Consulting provides pension consulting services. The firm has 12 licensed agents, 19 registered representatives, and a total of 23 investment advisory personnel.
Alliant Retirement Consulting

1125 SANCTUARY PARKWAY

ALPHARETTA, GA 30009

$3.62B

Assets Under Management

800

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset-based fees on pension plans under advisement

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Julia Mendak’s Registration & Firm History

NY

09/05/2023 - Present

Alliant Retirement Consulting (New York City NY)

CT

03/12/2020 - 06/15/2021

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

11/18/2014 - 07/01/2019

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

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Licenses & Designations

IA

Issued 09/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Mendak.
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