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SW

Samuel R. Walker

AFFINITY FINANCIAL - THE WALKER GROUP LLC
Zionsville, IN
Some features on this profile are disabled
CRD#: 6133195
SW

Professional summary

Samuel Ross Walker, who also goes by Samuel R Walker, is a registered financial advisor currently at AFFINITY FINANCIAL - THE WALKER GROUP LLC located in Zionsville, Indiana.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Samuel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samuel R Walker

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) Insurance Agent - 11/2012 to Present. Duties include offering insurance products and services to clients and prospects. Less than 10% of time is spent on this activity. Investment-related. 6541 Amherst Way, Zionsville, IN 46077. 2) Impact Trash Solutions - Sales Consultant. 1/2017 to Present. Duties include offering consulting and business services. Less than 5 hrs/month spent on this activity. Not investment-related. 450 E 96th St Suite 500, Indianapolis, IN 46240. 3) Twenty20 Real Estate LLC - Co-Owner and Managing Member. 8/2019 to Present. Duties include real estate investing. Less than 10 hrs/month spent on this activity. Investment-related. 6541 Amherst Way, Zionsville, IN 46077. 4) Affinity Real Estate LLC - Majority Owner and Managing Member. 5/2020 to Present. Duties include managing rental properties. Less than 10 hrs/month spent on this activity. Not investment-related. 6541 Amherst Way, Zionsville, IN 46077. 5) Rental Property - Co-Owner. 6/2020 to Present. Less than 10 hrs/month spent on this activity. Not investment-related. 6541 Amherst Way, Zionsville, IN 46077.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Ross Walker's 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

March 1, 2017 - Present

AFFINITY FINANCIAL - THE WALKER GROUP LLC

RIA
CRD#: 286517
Zionsville, IN
Past

March 5, 2014 - January 26, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
ZIONSVILLE, IN
Past

January 29, 2014 - January 26, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ZIONSVILLE, IN
Past

August 6, 2013 - January 2, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
ZIONSVILLE, IN

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.

Highlighted states indicate IAR registrations

IAR
Indiana
(3/7/2017)
IAR
Texas
(3/1/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/6/2013
General Securities Representative Examination

Current Firm

AF
AFFINITY FINANCIAL - THE WALKER GROUP LLC
AFFINITY FINANCIAL - THE WALKER GROUP LLC | AFFINITY WEALTH MANAGEMENT LLC

CRD#: 286517 / SEC#:

Indiana
Registered Investment Advisory firm - (3/7/2017 Approved)
Texas
Registered Investment Advisory firm - (2/7/2017 Conditional Restricted)
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Contact information

Main Address
Zionsville, IN
Mailing Address
Phone number
(765) 491-6115
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts398
AUM (Assets Under Management)$ 32,916,569

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.

Company Information

AFFINITY FINANCIAL - THE WALKER GROUP LLC

CRD#: 286517Zionsville, IN

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