Walden Wealth Partners LLC
Walden Wealth Partners LLC (CRD# 226583) is a financial advisory firm headquartered in Solon, OH. They manage $106,700,000 in 376 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management107MILLION
Total Number of Accounts376ACCOUNTS
Average Account Value$283,777
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Sarah Hannibal (CRD# 4277177) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Solon, OH and has over 16 years of experience in the finance industry.
Karin Stifler (CRD# 4927387) is an Investment Advisor Representative working at Walden Wealth Partners LLC in Solon, OH and has 1 year of experience in the finance industry. Karin Stifler 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.