Matthew Nielsen Walker
Professional Summary
Matthew Nielsen Walker is a registered financial advisor currently at INTERWISE located in Holladay, Utah. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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NET WORTH ADVISORY GROUP, LLC
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
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Current Firm
INTERWISE | VALUED WEALTH ADVISORS, LLC
Contact Information
Main Address
3115 East Lion Lane Suite 160, Holladay, UT 84121Phone Number
(801) 484-6004# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,054AUM (Assets Under Management)
$369,719,795Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
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.
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EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
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Primary Firm SEC Registration
INTERWISE | VALUED WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(10/27/2021)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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EAGLE STRATEGIES LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Nielsen Walker's CRS (Customer Relationship Summary).
Similar Advisors
EAGLE STRATEGIES LLC
NET WORTH ADVISORY GROUP, LLC
SIMPLE FINANCIAL, LLC
