Patricia A. Walton

RACHOR INVESTMENT ADVISORY SERVICES

Linden, MI 48451

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CRD#: 6708659

Professional summary

Patricia Anne Walton, CFP®, who also goes by Patty Walton, is a registered financial advisor currently at RACHOR INVESTMENT ADVISORY SERVICES, LLC located in Linden, Michigan.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Patricia has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patty Walton

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Walton'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

September 16, 2016 - Present

RACHOR INVESTMENT ADVISORY SERVICES, LLC

Office #1: 120 N. Bridge Street Suite A, Linden, MI 48451

RIA

CRD#: 105495

Linden, MI

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".

RACHOR INVESTMENT ADVISORY SERVICES, LLC

CRD#: 105495 / SEC#: 801-24721

RIA

Registered Investment Advisory firm - (7/8/1985 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

Michigan
(9/16/2016)

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

Current Firm

RACHOR INVESTMENT ADVISORY SERVICES, LLC

CRD#: 105495 / SEC#: 801-24721

RIA

Registered Investment Advisory firm - (7/8/1985 Approved)

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Contact information

Main Address

120 N. Bridge Street Suite A, Linden, MI 48451

Mailing Address

P.o. Box 10, Linden, MI 48451

Phone number

(810) 732-7777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2A (10/9/2025)

Regulatory assets under management

Total Number of Accounts	961
AUM (Assets Under Management)	$ 205,615,996

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/20/2025	Cover Page	Report
07/18/2024	Cover Page	Report
09/06/2023	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.

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Patricia A. Walton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Anne Walton's CRS (Customer Relationship Summary).

Certified licenses

Experience

RACHOR INVESTMENT ADVISORY SERVICES, LLC

Primary Firm SEC Registration

RACHOR INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

RACHOR INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RACHOR INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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