Jeffrey Walker, financial advisor Mineral Point WI
93 score

Jeffrey Walker

CRD Number: 1163635
Current Firm: Principal Securities, Inc.

Jeffrey Walker (CRD# 1163635) is an Investment Advisor Representative working at Principal Securities, Inc. in Mineral Point, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Union Financial Inc. Milwaukee, WI Feb 2013 - Current 3
Walker & Weier Insurance & Financial Services LLC Mineral Point, WI Jan 2013 - Current 3
Walker Insurance & Financial Services LLC Mineral Point, WI Jan 1999 - Current 17
Principal Life Insurance Comp Des Moines, IA Jul 1998 - Current 18
Princor Financial Services Corporation Des Moines, IA Feb 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Jeffrey J. Walker
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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