Adam Walter
Advisor at Vantage Financial partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Vantage Financial partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Huron, SD 57350
Credentials
CFP®, Series 66
Industry experience
5 years
Adam Walter is a CFP® with five years of industry experience, currently serving as a financial advisor at Vantage Financial Partners, LLC since 2021. Prior to this, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Walter owns and operates Red Arrow Bowfishing LLC, where he guides clients on bow fishing trips. Vantage Financial Partners provides financial planning, consulting, and discretionary investment management to individuals, corporations, and retirement plans. The firm manages over $800 million in assets and uses customized investment policy statements and model portfolios with a focus on low-cost mutual funds and ETFs, strategic asset allocation, and tax-aware trading.
Based on Vantage Financial partners, LLC
Financial planning and consulting fees range from $750 to $10,000; Retirement plan consulting fees range from $1,500 to $10,000 per annum
0.40% – 1.50%
1712 Dakota Ave. S
Huron, SD 57350
Iowa · Minnesota · South Dakota
NorthRock Partners, LLC
2026 - Present (1 year)
Vantage Financial
2021 - 2026 (5 years)
Thrivent Financial
2019 - 2021 (2 years)
Thrivent Investment Management Inc
2018 - 2021 (3 years)
Red Arrow Bowfishing
2017 - 2018 (1 year)
South Dakota State University
2016 - 2018 (2 years)
Thrivent Financial
2016 - 2019 (3 years)
Tapingo
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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