Advisor at Manna Wealth Strategies, 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.
Firm
Manna Wealth Strategies, LLC
Location
Bossier City, LA
Credentials
Series 63, Series 65
Industry experience
11 years
Walter George is the principal of Manna Wealth Strategies, LLC, an independent advisory firm, and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and previously worked at Retirement Wealth Advisors. George is also the owner of Lake George Associates Inc, operating under Manna Wealth Strategies, where he is involved in the sales and service of insurance products alongside investment advisory services. Manna Wealth Strategies offers financial and retirement planning, portfolio management, and non-ERISA retirement plan consulting for individual, high-net-worth clients, and pension and profit-sharing plans. The firm uses a combination of asset allocation, passive strategies, and portfolio theory analysis, with portfolios tailored to client goals and risk tolerances.
Based on Manna Wealth Strategies, LLC
Based on Manna Wealth Strategies, LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% Above $1,000,000+: 0.75%
Bossier City, LA
Louisiana · Texas
Manna Wealth Strategies, LLC
2021 - Present (5 years)
Manna Wealth Strategies, LLC
2020 - Present (6 years)
Retirement Wealth Advisors
2015 - 2021 (6 years)
Lake George Associates Inc/Dba Manna Wealth
1977 - Present (49 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
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Series 63, Series 65
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Series 65
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Series 63, Series 66
Shreveport, LA
Cornerstone Investment Advisors Group, LLC
Series 63, Series 65
Shreveport, LA
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