MW
Matthew N. Walker
INTERWISE
HOLLADAY, UT 84121
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CRD#: 6206383
MW
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 100% OWNER OF "INSPECTUS, INC" SINCE APRIL 2006 PROVIDING PROPERTY INSPECTIONS ON A LIMITED BASIS. APPROX 1% TIME SPENT ON ACTIVITY. NON-INVESTMENT RELATED. BUSINESS CONDUCTED AT 2518 HILLSIDE CIRCLE, SALT LAKE CITY, UT 84109. (2) REGISTERED INVESTMENT ADVISOR PROVIDING REFERRALS TO "VALUED WEALTH ADVISORS" SINCE JUNE 2013. APPROX 5% TIME SPENT ON ACTIVITY. INVESTMENT RELATED. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (3) 17% OWNER OF "WW MANAGEMENT" FINDING POTENTIAL PROJECTS, OWNING AND ACQUIRING NEW AND EXISTING ASSISTED LIVING FACILITIES SINCE FEB. 2010. NON-INVESTMENT RELATED. APPROX. 5% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED AT 5200 SOUTH HIGHLAND DR., SUITE 300, SALT LAKE CITY, UT 84117. (4) 20% OWNER OF "WALKER DEVELOPMENT GROUP" FINDING POTENTIAL PROJECTS, OWNING AND ACQUIRING NEW AND EXISTING ASSISTED LIVING FACILITIES SINCE FEB. 2009. NON-INVESTMENT RELATED. APPROX. 5% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED AT 5200 SOUTH HIGHLAND DR., SUITE 300, SALT LAKE CITY, UT 84117. (5) PART OWNER/OFFICER "ABBINGTON SENIOR LIVING CORPORATION" DEVELOPING ASSISTED LIVING PROJECTS SINCE 12/2014. 50% TIME SPENT. BUSINESS CONDUCTED AT 5200 HIGHLAND DRIVE, STE 300, SALT LAKE CITY, UT 84117. (6) MORTGAGE LOAN OFFICER FOR "INTERCAP LENDING" SINCE 2017. NON-INVESTMENT RELATED. 40% TIME SPENT. BUSINESS CONDUCTED IN COTTONWOOD HEIGHTS, UT 84121.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Nielsen 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®
NoneExperience
Current
October 27, 2021 - Present
INTERWISE
Office #1: 3115 East Lion Lane Suite 160, Holladay, UT 84121RIA
CRD#: 316746
HOLLADAY, UT
Past
July 11, 2013 - July 17, 2023
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
HOLLADAY, UT
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".
IN
INTERWISE
INTERWISE | VALUED WEALTH ADVISORS, LLC
CRD#: 316746 / SEC#: 801-122564
RIA
Registered Investment Advisory firm - (10/27/2021 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.Highlighted states indicate IAR registrations
IAR
Utah(10/27/2021)
Current Firm
IN
INTERWISE
INTERWISE | VALUED WEALTH ADVISORS, LLC
CRD#: 316746 / SEC#: 801-122564
RIA
Registered Investment Advisory firm - (10/27/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3115 East Lion Lane Suite 160, Holladay, UT 84121
Mailing Address
Phone number
(801) 484-6004
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 960 |
| AUM (Assets Under Management) | $ 273,227,968 |
Red Flags
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