WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

HIGHLAND PARK, Illinois·4 registered advisors·CRD# 299595

SEC# 801-1143860(847) 616-2590

01

Firm Overview

AUM

$557M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

4 registered advisors

Howard Robert Klieger

HIGHLAND PARK, Illinois

Nancy Johnson Jones

WINNETKA, Illinois

Noel Adam Cooper

HIGHLAND PARK, Illinois

Zachary Harold Walters

HIGHLAND PARK, Illinois

05

Office Locations

HIGHLAND PARK, Illinois

WINNETKA, Illinois

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC (CRD# 299595) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.