Thomas K. Walke

STRATEGIC ADVISERS LLC

BOISE, ID 83704

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CRD#: 5440230

Professional summary

Thomas K Walke Jr, who also goes by Thomas Kast Walke Jr, Thomas Kast Walke, Thomas Kast Walke Jr., is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boise, Idaho and FIDELITY BROKERAGE SERVICES LLC located in Boise, Idaho.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Thomas has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas Kast Walke Jr | Thomas Kast Walke | Thomas Kast Walke Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 10/5/2020- First Interstate Investment Services- DBA for LPL Business (entity for LPL business)- INV. RELATED- Boise, ID -100% 2) 6/11/2021 - First Interstate Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 10/5/2020 - 160 Hours Per Month/8 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas K Walke Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 30, 2025 - Present

STRATEGIC ADVISERS LLC

Office #1: 7940 West Rifleman St, Ste 140, Boise, ID 83704

RIA

CRD#: 104555

BOISE, ID

Current

May 27, 2025 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 7940 West Rifleman St, Ste 140, Boise, ID 83704

CRD#: 10582

IDAHO FALLS, ID

Past

May 14, 2008 - November 24, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

REXBURG, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/14/2025)

Idaho
(5/27/2025)

IAR

Idaho
(5/30/2025)

Massachusetts
(8/14/2025)

Minnesota
(8/14/2025)

Montana
(8/14/2025)

Nevada
(8/14/2025)

Oregon
(8/14/2025)

South Dakota
(8/14/2025)

Texas
(8/13/2025)

IAR

Texas
(8/19/2025)

Utah
(8/14/2025)

Washington
(8/14/2025)

Wisconsin
(8/14/2025)

Wyoming
(8/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/15/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/13/2008

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Thomas K. Walke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas K Walke Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/15/2009

SIE

Date: 2/21/2018

Series 7

Date: 5/13/2008

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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