Samuel Walker, financial advisor Omaha NE

Samuel Walker

CRD Number: 7057483
Current Firm: Cetera Investment Advisers LLC

Samuel Walker (CRD# 7057483) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Omaha, NE and has over 4 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Cetera Advisor Networks LLC Omaha, NE Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Renaissance Financial Corp Omaha, NE Jun 2019 - Current 4
Securian Financial Services Inc. St Paul, MN Jun 2019 - Aug 2023 4
Minnesota Life Insurance Co St Paul, MN Jun 2019 - Aug 2023 4
Omaha Wine Company Omaha, NE Dec 2016 - Jan 2020 3
Securian Financial Services Inc. St Paul, MN Dec 2018 - May 2019 < 1
Renaissance Financial Corp Omaha, NE Dec 2018 - May 2019 < 1
Doane University Crete, NE May 2015 - May 2019 4
Aircraft Specialties Inc. Omaha, NE Jun 2018 - Aug 2018 < 1
Champions Run Country Club Omaha, NE Jun 2011 - Jun 2017 6
Millard West High School Omaha, NE May 2011 - Jun 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Samuel L. Walker
Phone Number: 310-257-7880
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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