Glen Walker, financial advisor Boise ID
93 score

Glen Walker

CRD Number: 4602638
Current Firm: Waddell & Reed

Glen Walker (CRD# 4602638) is an Investment Advisor Representative working at Waddell & Reed in Boise, ID and has over 13 years of experience in the finance industry.

Similar Advisors
Stephen Kovach, financial advisor Boise ID
Stephen M. Kovach
CRD# 2682236
Buffington Mohr Mcneal
Score
103
Similar Advisors
Paul Ferguson, financial advisor Boise ID
Paul T. Ferguson
CRD# 2532837
American Independent Securities Group, LLC
Score
101
Similar Advisors
Ryan Warwick, financial advisor Boise ID
Ryan C. Warwick
CRD# 2974298
Rathbone Warwick Investment Management
Score
101
Company Name Location Dates Years
Glen E Walker & Assocites, Inc. Boise, ID Apr 2015 - Current 1
Lacrosse Idaho, Inc. Boise, ID Jun 2003 - Current 13
Various Insurance Carriers For W & R Insurance Agencies Boise, ID Apr 2003 - Current 13
Waddell & Reed, Inc. Boise, ID Oct 2002 - Current 14
Boise State University Vita Program Boise, ID Feb 2015 - Apr 2015 < 1
Harbor View LLC Boise, ID Aug 2006 - May 2012 5
St Micheal's Cathedral Boise, ID Oct 2010 - Mar 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Glen E. Walker
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • CO
  • DE
  • ID
  • IN
  • NV
  • TX
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.