Unclaimed Profile

Zachary Harold Walters

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC·HIGHLAND PARK, Illinois

SIE, Series 7, Series 66CFPClean record20 years registeredWALLED 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 · 20 years registered

Brand Profile

Not yet started

Career History

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Jan 2019 – present

RBC CAPITAL MARKETS, LLC

Oct 2006 – Dec 2018

Winnetka, IL

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2006 – Sep 2006

TINLEY PARK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 8, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

CRD 299595 · SEC 801-114386

AUM

$557M

Regulatory assets under management

Employees

1,882 client accounts

Services offered by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC →

Introduction

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

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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