Brian R. Walker

IMMOTUS FINANCIAL LLC

FORT COLLINS, CO

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CRD#: 7020507

Professional summary

Brian Roy Walker is a registered financial advisor currently at IMMOTUS FINANCIAL LLC located in Fort Collins, Colorado.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brian has worked at 3 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.

Brian Roy Walker is a driver for FedEx Freight. Approximately thirty-eight hours a week are spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Roy 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

May 6, 2025 - Present

IMMOTUS FINANCIAL LLC

RIA

CRD#: 336194

FORT COLLINS, CO

Past

April 3, 2020 - September 8, 2022

AEON CAPITAL LLC

RIA

CRD#: 307356

WELLINGTON, CO

Past

September 14, 2018 - January 11, 2020

NAVIGATION WEALTH MANAGEMENT

RIA

CRD#: 282640

FORT COLLINS, CO

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

Colorado
(5/6/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/2025

Uniform Investment Adviser Law Examination

Current Firm

IMMOTUS FINANCIAL LLC

CRD#: 336194 / SEC#:

Colorado

Registered Investment Advisory firm - (5/6/2025 Approved)

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Contact information

Main Address

Fort Collins, CO

Mailing Address

Po Box 1233, Fort Collins, CO 80522

Phone number

(970) 646-8929

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Brian R. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Roy Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMMOTUS FINANCIAL LLC

AEON CAPITAL LLC

NAVIGATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/2025

Current Firm

IMMOTUS FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

IMMOTUS FINANCIAL LLC

TRUST BUT VERIFY

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