Cynthia Walsh
Advisor at Walsh Advisors
Updated today
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.
Firm
Walsh Advisors
Location
Crown Point, IN 46307
Credentials
Series 63, Series 65
Industry experience
23 years
About
Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.
Expertise
Based on Walsh Advisors
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Options & derivatives strategies
Fee options
$0 - Not explicitly stated, but implied by tier structure: Starting at 1.00% annually with decreasing rates as assets increase (exact tiers not fully detailed in brochure)
Gold Financial Planning Subscription: $59/month; Platinum Financial Planning Subscription: $79/month
Fee-only: One-Time Financial Planning Subscription: $500 one-time fee; Gold Financial Planning Subscription: $59 per month ($708 per year); Platinum Financial Planning Subscription: $79 per month ($948 per year)
Location
503 E. Summit Street, Suite 1 B
Crown Point, IN 46307
Most active in
Cynthia W has reported serving >5 clients in these states in the last 12 months.
Indiana · Michigan · Texas
Work history
Walsh Advisors Inc. (Fka Walsh Financial Services)
2025 - Present (1 year)
University Of Chicago
2022 - 2023 (1 year)
Depaul University
2020 - 2025 (5 years)
Walsh Advisors Inc. (Fka Walsh Financial Services)
1999 - 2025 (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Scott P
Series 63, Series 66
Crown Point, IN
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Joseph H
CFP®, Series 63, Series 65
St. John, IN
Smart Choice Financial Planning, Inc.
Douglas S
Series 66
Schererville, IN
Santefort Investment Group, LLC
Kally T
Series 65
Merrillville, IN
RCS Financial Advisors, Ltd
Xuan W
CFA®, Series 63
Munster, IN
EN+ Wealth
Eudora A
Series 66
Crown Point, IN
AverTrust Wealth LLC
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