Unclaimed Profile

Kirk Alan Walton

GPWM FUND MANAGER, LLC·EAGLE, Idaho

SIE, Series 7, Series 63, Series 66CFP26 years registeredGPWM FUND MANAGER, LLC

339 W. STATE STREET, EAGLE, ID 83616CRD# 3091642Firm CRD# 311866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kirk Alan Walton · EAGLE, ID

Registration

CRD #3091642 · GPWM FUND MANAGER, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GPWM FUND MANAGER, LLC

INDEPENDENT FINANCIAL GROUP, LLC

Aug 2011 – Aug 2019

EAGLE, ID

EAGLE FINANCIAL ADVISORS, LLC

Jan 2003 – Dec 2011

EAGLE, ID

THE AYCO COMPANY,L.P.

May 2000 – Feb 2003

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 11, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

2016Customer Dispute·Withdrawn

2009Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Introduction

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Frequently Asked Questions

What services does Kirk Alan Walton offer?

Kirk Alan Walton is a registered financial advisor in EAGLE, Idaho.

What are Kirk Alan Walton's credentials?

Kirk Alan Walton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kirk Alan Walton located?

Kirk Alan Walton is based in EAGLE, Idaho, last registered with GPWM FUND MANAGER, LLC.

How large is GPWM FUND MANAGER, LLC?

GPWM FUND MANAGER, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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CFP

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