Yusuf Balogun, financial advisor Goleta CA

Yusuf Balogun

CRD Number: 5747592
Current Firm: Walpole Financial Advisors, LLC

Yusuf Balogun (CRD# 5747592) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 14 years of experience in the finance industry.

Similar Advisors
Austyn Abbas, financial advisor Goleta CA
Austyn L. Abbas
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Matthew Adams, financial advisor Goleta CA
Matthew W. Adams
CRD# 4570280
Mission Wealth Management, LP
Similar Advisors
James Adgar, financial advisor Goleta CA
James M. Adgar
CRD# 4734751
Planmember Securities Corporation
Professional Designations
Company Name Location Dates Years
Walpole Financial Advisors LLC Goleta, CA Jan 2010 - Current 14
Walpole & Company LLP Santa Barbara, CA Dec 2000 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Yusuf A. Balogun
Phone Number: 805-845-6587
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    281
    MILLIONS
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $613,895
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, NE, NH, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.