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Sara Jane Walker

KELLOGG ASSET MANAGEMENT, LLC·GREEN BAY, Wisconsin
Unclaimed Profile
200 NORTH ADAMS STREET, GREEN BAY, WI 54301CRD# 4260355Firm CRD# 150031
01

About

Sara Jane Walker is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with KELLOGG ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
KELLOGG ASSET MANAGEMENT, LLC
KELLOGG ASSET MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KELLOGG ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4260355
Firm CRD# 150031
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sara Jane Walker offer?
Sara Jane Walker specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are Sara Jane Walker's credentials?
Sara Jane Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Jane Walker located?
Sara Jane Walker is based in GREEN BAY, Wisconsin, working with KELLOGG ASSET MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.
How does Sara Jane Walker charge for services?
Sara Jane Walker'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 KELLOGG ASSET MANAGEMENT, LLC?
KELLOGG ASSET MANAGEMENT, LLC has approximately 11 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KELLOGG ASSET MANAGEMENT, LLC

Mark Paul Hilgendorf
GREEN BAY, WI
Patrick Andrew Fry
GREEN BAY, WI
Chan C.m. Barden
GREEN BAY, WI
Curzon Mark Heaselden
GREEN BAY, WI
Michael Eric Silver
GREEN BAY, WI

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Nearby cities in Wisconsin
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Research
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