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Zachary Harold Walters

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC·HIGHLAND PARK, Illinois
Clean recordWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
600 ELM PLACE, HIGHLAND PARK, IL 60035CRD# 5157083Firm CRD# 299595

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Harold Walters · HIGHLAND PARK, IL
Registration
CRD #5157083 · WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary Harold Walters is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
AUM
$557M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5157083
Firm CRD# 299595
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Harold Walters offer?
Zachary Harold Walters specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HIGHLAND PARK, Illinois for a consultation.
What are Zachary Harold Walters's credentials?
Zachary Harold Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Harold Walters located?
Zachary Harold Walters is based in HIGHLAND PARK, Illinois, working with WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.
How does Zachary Harold Walters charge for services?
Zachary Harold Walters'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 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC?
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Nancy Johnson Jones
WINNETKA, IL
Howard Robert Klieger
HIGHLAND PARK, IL
Noel Adam Cooper
HIGHLAND PARK, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
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Research
Advisor Fees in IllinoisNational Fee Analysis
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