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April Nena Walstad

WALSTAD INVESTMENT COUNSEL INC·SANTA BARBARA, California
Series 65Clean record31 years registeredWALSTAD INVESTMENT COUNSEL INC
19 EAST CANON PERDIDO, SANTA BARBARA, CA 93101-2213CRD# 2558366Firm CRD# 107112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
April Nena Walstad · SANTA BARBARA, CA
Registration
CRD #2558366 · WALSTAD INVESTMENT COUNSEL INC · 31 years registered
Brand Profile
Not yet started
01

Career History

WALSTAD INVESTMENT COUNSEL, INC.
Nov 1994 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 18, 1994
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALSTAD INVESTMENT COUNSEL INC
CRD 107112 · SEC 801-47616
AUM
$40M
Regulatory assets under management
Employees
1
23 client accounts
Services offered by WALSTAD INVESTMENT COUNSEL INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WALSTAD INVESTMENT COUNSEL INC →
Introduction

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05

Frequently Asked Questions

What services does April Nena Walstad offer?
April Nena Walstad specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SANTA BARBARA, California for a consultation.
What are April Nena Walstad's credentials?
April Nena Walstad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is April Nena Walstad located?
April Nena Walstad is based in SANTA BARBARA, California, working with WALSTAD INVESTMENT COUNSEL INC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does April Nena Walstad charge for services?
April Nena Walstad's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALSTAD INVESTMENT COUNSEL INC?
WALSTAD INVESTMENT COUNSEL INC has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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