Walled Lake Planning & Wealth Management, LLC

Walled Lake Planning & Wealth Management, LLC (CRD# 299595) is a financial advisory firm headquartered in Highland Park, IL. They manage $556,559,668 in 1,882 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
600 Elm Place, Highland Park, IL 60035
https://www.walledlakewealth.com
By the Numbers
  • Total Assets Under Management
    557
    MILLION
  • Total Number of Accounts
    1,882
    ACCOUNTS
  • Average Account Value
    $295,728
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, NC, NE, NY, TN, TX, WA

Financial Advisors at Walled Lake Planning & Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Noel Cooper, financial advisor Highland Park IL
Noel A. Cooper
CRD#: 3175789
600 Elm Place, Highland Park, IL 60035

Noel Cooper (CRD# 3175789) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 25 years of experience in the finance industry.

2
Sarah Grayer, financial advisor Highland Park IL
Sarah A. Grayer
CRD#: 6291960
600 Elm Place, Highland Park, IL 60035

Sarah Grayer (CRD# 6291960) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 10 years of experience in the finance industry.

3
Howard Klieger, financial advisor Highland Park IL
Howard R. Klieger
CRD#: 1020955
600 Elm Place, Highland Park, IL 60035

Howard Klieger (CRD# 1020955) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 42 years of experience in the finance industry.

4
Louis Klieger, financial advisor Highland Park IL
Louis B. Klieger
CRD#: 6521252
600 Elm Place, Highland Park, IL 60035

Louis Klieger (CRD# 6521252) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 8 years of experience in the finance industry.

5
Zachary Walters, financial advisor Highland Park IL
Zachary H. Walters
CRD#: 5157083
600 Elm Place, Highland Park, IL 60035

Zachary Walters (CRD# 5157083) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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