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Daniel Eric Barner

Windmark Investment Partners, Inc.

Wilmington, DE

CRD 5182087

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Employer firm

Windmark Investment Partners, Inc. CRD 131880

$233M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Windmark Investment Partners, Inc.

2 Righter Parkway Suite 105, Wilmington, DE 19803 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2023-01-16
  • DE RA
    APPROVED
    Since 2023-01-16

Branch Locations

2 Righter Parkway Suite 105, Wilmington, DE 19803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windmark Investment Partners, Inc. Wilmington DE 06/2014 Present
Designations
  • Chartered Financial Analyst
Other Names
  • Dan E Barner

View on SEC IAPD

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