Steven Walton (CRD# 6878297) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Brinker Capital Securities | Berwyn, PA | Jan 2022 - Current | 2 |
Orion Advisor Technology | Omaha, NE | Jul 2021 - Current | 2 |
Orion Portfolio Solutions | Omaha, NE | Jul 2021 - Current | 2 |
Lifetime Fitness | Omaha, NE | Jan 2021 - Jul 2021 | < 1 |
Td Ameritrade | Omaha, NE | Jul 2020 - Oct 2020 | < 1 |
Fidelity Brokerage Services LLC | Omaha, NE | Dec 2019 - Jul 2020 | < 1 |
Td Ameritrade | Omaha, NE | Nov 2017 - Dec 2019 | 2 |
Air National Guard | Lincoln, NE | Mar 2016 - Dec 2019 | 3 |
Kosama | Omaha, NE | Jun 2011 - Dec 2019 | 8 |
Titan Medical | Omaha, NE | Oct 2016 - Jan 2017 | < 1 |
Elliott Equipment Company | Omaha, NE | Mar 2013 - Mar 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- NE
-
Total Assets Under Management53,844MILLIONS
-
Total Number of Accounts299,169ACCOUNTS
-
Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.