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Brett Alan Walker

ACCEL WEALTH MANAGEMENT, LLC·CEDAR FALLS, Iowa
Unclaimed Profile
602 MAIN STREET, SUITE 200, CEDAR FALLS, IA 50613CRD# 3231101Firm CRD# 286201
01

About

Brett Alan Walker is a registered financial advisor based in CEDAR FALLS, Iowa, affiliated with ACCEL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ACCEL WEALTH MANAGEMENT LLC
ACCEL WEALTH MANAGEMENT
AUM
$947M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at ACCEL WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3231101
Firm CRD# 286201
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett Alan Walker offer?
Brett Alan Walker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CEDAR FALLS, Iowa for a consultation.
What are Brett Alan Walker's credentials?
Brett Alan Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Alan Walker located?
Brett Alan Walker is based in CEDAR FALLS, Iowa, working with ACCEL WEALTH MANAGEMENT, LLC. Their office serves clients in the CEDAR FALLS metropolitan area and surrounding communities.
How does Brett Alan Walker charge for services?
Brett Alan Walker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCEL WEALTH MANAGEMENT, LLC?
ACCEL WEALTH MANAGEMENT, LLC has approximately 20 employees and manages $947M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)
City Guides
DES MOINES GuideWEST DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT Guide
Research
Advisor Fees in IowaNational Fee Analysis
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