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Brent Michael Walker

WEALTHPOINT ADVISORS LLC·INDIANAPOLIS, Indiana
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8520 ALLISON POINTE BOULEVARD, INDIANAPOLIS, IN 46250CRD# 2480709Firm CRD# 151723
01

About

Brent Michael Walker is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with WEALTHPOINT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTHPOINT ADVISORS LLC
WEALTHPOINT ADVISORS LLC
AUM
$304M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHPOINT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2480709
Firm CRD# 151723
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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