Advisor at Walker Asset Management, LLC
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Firm
Walker Asset Management, LLC
Location
Verona, MO
Credentials
Series 63, Series 65
Industry experience
43 years
Dennis Walker is the principal of Walker Asset Management, LLC in Verona, MO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He founded Walker Asset Management in 2016 after four years at SignalPoint Asset Management LLC. Walker Asset Management provides investment advisory and financial planning services to individuals, families, and businesses. The firm employs a modern portfolio theory approach with globally diversified portfolios and manages approximately $284 million in discretionary assets through a wrap fee program.
Account minimum: $1,000,000 Fee-only: Generally ranges from 0.50% to 1.50% depending on the level of complexity of the engagement; fees are negotiated in advance and charged in advance.
Verona, MO
Arkansas · Missouri · Texas
Walker Asset Management, LLC
2016 - Present (10 years)
SignalPoint Asset Management LLC
2013 - 2017 (4 years)
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