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RL

Randall R. Last

WALRUS PARTNERS
Golden Valley, MN
Some features on this profile are disabled
CRD#: 855060
RL

Professional summary


Randall Russell Last CFA, who also goes by Randall Russell Last, is a registered financial advisor currently at WALRUS PARTNERS, LLC located in Golden Valley, Minnesota.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Randall has worked at 6 firms and has passed the Series 65, Series 63, Series 5, Series 7, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Randall Russell Last

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 Randall Russell Last CFA'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

June 13, 2012 - Present

WALRUS PARTNERS, LLC

RIA
CRD#: 115071
Golden Valley, MN
Past

February 25, 1997 - April 8, 1998

COLLIERS SECURITIES LLC

BD
CRD#: 7477
MINNEAPOLIS, MN
Past

September 1, 1994 - March 20, 1997

PRINCIPAL FINANCIAL SECURITIES,INC.

BD
CRD#: 260
DALLAS, TX
Past

July 19, 1993 - September 1, 1994

HAMILTON INVESTMENTS, INC.

BD
CRD#: 821
Past

February 9, 1982 - July 19, 1993

CRAIG-HALLUM, INC.

BD
CRD#: 1546
Past

July 24, 1978 - February 9, 1982

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4

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
Minnesota
(1/28/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/10/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 12/12/1981
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WP
WALRUS PARTNERS, LLC
PALADIN INVESTMENT ASSOCIATES | WALRUS PARTNERS, LLC

CRD#: 115071 / SEC#: 801-63137

RIA
Registered Investment Advisory firm - (2/6/2013 Cancelled)
California
Registered Investment Advisory firm - (4/30/2025 Terminated)
Massachusetts
Registered Investment Advisory firm - (12/9/2019 Terminated)
Minnesota
Registered Investment Advisory firm - (6/6/2012 Approved)
Texas
Registered Investment Advisory firm - (11/13/2019 Terminated)
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Contact information


Main Address
Golden Valley, MN
Mailing Address
8014 Olson Memorial Highway # 55 Box 615, Golden Valley, MN 55427
Phone number
(612) 353-5998
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 6,720,000

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.

Company Information


WALRUS PARTNERS, LLC

CRD#: 115071Golden Valley, MN

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