KW
Karsten Walker
BLUE BARN WEALTH
Orem, UT 84057
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CRD#: 8022370
KW
Professional summary
Karsten Walker is a registered financial advisor currently at BLUE BARN WEALTH located in Orem, Utah.
Karsten is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Karsten 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.
The Jump$tart Coalition; Not Investment Related; Board Member; Orem, UT; 09/2023; Less than 5% of time Stocktrade.com; Not Investment Related; Lesson Plan Consulting Remote Worker; Orem, UT; 10/2022; Less than 5% of time TCI Security and Monitoring, LLC; not investment related; 1019 S Orem Blvd, Orem, Utah 84058; Alarm System Installation and Monitoring; Partner; Member; 09/2018; devoting approximately 5 hours per month; None during securities trading hours; and assist with some accounting, bills, and other administrative work. This business is primarily owned and operated by Julie Walker, wife of Karsten Walker. Walker Enterprises, LLC; Investment related; Owner; Orem, UT; 03/2012; Approximately 10% of time
CRS (Client Relationship Summary) - RIA
Click below to view Karsten 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
March 25, 2025 - Present
BLUE BARN WEALTH
Office #1: 370 West Center Street, Orem, UT 84057RIA
CRD#: 107202
Orem, UT
Past
December 19, 2024 - March 11, 2025
FIRST FINANCIAL ADVISORS
RIA
CRD#: 118184
OREM, 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".
BLUE BARN WEALTH
BLUE BARN WEALTH | SMITH DENISE DURRANS | SMITH DENISE D CPA CFP | FINANCIAL PLANNING OFFICE, LLC | FINANCIAL PLANNING OFFICE | BLUE BARN WEALTH, LLC
CRD#: 107202 / SEC#: 801-118602
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Texas
Registered Investment Advisory firm - (9/2/2020 Terminated)Utah
Registered Investment Advisory firm - (9/2/2020 Terminated)Wyoming
Registered Investment Advisory firm - (9/16/2020 Terminated)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(3/25/2025)
Current Firm
BLUE BARN WEALTH
BLUE BARN WEALTH | SMITH DENISE DURRANS | SMITH DENISE D CPA CFP | FINANCIAL PLANNING OFFICE, LLC | FINANCIAL PLANNING OFFICE | BLUE BARN WEALTH, LLC
CRD#: 107202 / SEC#: 801-118602
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Texas
Registered Investment Advisory firm - (9/2/2020 Terminated)Utah
Registered Investment Advisory firm - (9/2/2020 Terminated)Wyoming
Registered Investment Advisory firm - (9/16/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
370 West Center Street, Orem, UT 84057
Mailing Address
Phone number
(801) 466-4101
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 990 |
| AUM (Assets Under Management) | $ 521,370,490 |
Red Flags
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Company Information
BLUE BARN WEALTH
CRD#: 107202Orem, UT 84057TRUST BUT VERIFY
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