Brittany Walter (CRD# 6749117) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Cold Spring, MN and has 1 year of experience in the finance industry. Brittany Walter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4207020
Dakota Wealth, LLC
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management LLC | Topeka, KS | Apr 2022 - Current | 2 |
| Paradigm Wealth Management, LLC | Cold Spring, MN | Jul 2020 - Current | 3 |
| Rehabauthority | Fargo, ND | Mar 2018 - Jun 2020 | 2 |
| Ameriprise Financial Services, Inc. | Edina, MN | Jan 2017 - Mar 2018 | 1 |
| Unemployment | -, MN | Nov 2016 - Jan 2017 | < 1 |
| Us Cellular Coliseum | Bloomington, IL | May 2016 - Nov 2016 | < 1 |
| Sanford Center | Bemidji, MN | Jun 2015 - May 2016 | < 1 |
| Sanford Center | Bemidji, MN | Aug 2014 - Jun 2015 | < 1 |
| Sanford Center | Bemidji, MN | May 2014 - Aug 2014 | < 1 |
| Sanford Center | Bemidji, MN | May 2013 - May 2014 | 1 |
- CO
- MN
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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