Unclaimed Profile

Brent Michael Walker

WEALTHPOINT ADVISORS LLC·INDIANAPOLIS, Indiana

Series 6, Series 26, Series 63, Series 65Clean record27 years registeredWEALTHPOINT ADVISORS LLC

8520 ALLISON POINTE BOULEVARD, INDIANAPOLIS, IN 46250CRD# 2480709Firm CRD# 151723

Profile Verification

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

Identity

Brent Michael Walker · INDIANAPOLIS, IN

Registration

CRD #2480709 · WEALTHPOINT ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Dec 2024 – present

WEALTHPOINT ADVISORS LLC

Jan 2018 – Dec 2024

INDIANAPOLIS, IN

WEALTHPOINT ADVISORS LLC

Sep 2009 – Dec 2017

INDIANAPOLIS, IN

RJP INVESTMENT ADVISORS, LLP

Dec 2002 – Dec 2002

INDIANAPOLIS, IN

RJP INVESTMENT ADVISORS, LLP

Nov 1998 – Oct 2009

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · November 5, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPOINT ADVISORS LLC

CRD 151723 · SEC 801-71645

AUM

$304M

Regulatory assets under management

Employees

574 client accounts

Services offered by WEALTHPOINT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHPOINT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Brent Michael Walker offer?

Brent Michael Walker specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Brent Michael Walker's credentials?

Brent Michael Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Michael Walker located?

Brent Michael Walker is based in INDIANAPOLIS, Indiana, working with WEALTHPOINT ADVISORS LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Brent Michael Walker charge for services?

Brent Michael Walker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPOINT ADVISORS LLC?

WEALTHPOINT ADVISORS LLC has approximately 6 employees and manages $304M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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