Advisor at ASK Capital Investment Managers
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Firm
ASK Capital Investment Managers
Location
Amarillo, TX 79101
Credentials
CFP®, Series 63
Industry experience
26 years
Walter McNeer is a CFP® with 26 years of experience in the financial industry. He is currently with ASK Capital Investment Managers, where he has worked since 2017. His previous roles include positions at Purshe Kaplan Sterling Investments, Argentus Advisors, and Spring Capital Management. Outside of his advisory work, McNeer is the owner of ASK Farm, LLC, an agriculture business. ASK Capital Investment Managers is a state-registered adviser providing portfolio management and related services primarily to individual and high-net-worth clients. The firm sponsors its own wrap fee program and offers discretionary management along with access to third-party money managers.
Based on ASK Capital Investment Managers
600 S. Tyler St., Ste. 1515
Amarillo, TX 79101
Texas
Spring Capital Management
2020 - 2020 (1 year)
Ask Capital Investment Managers, LLC
2017 - Present (9 years)
Purshe Kaplan Sterling Investments
2014 - 2017 (3 years)
Argentus Advisors
2010 - 2017 (7 years)
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They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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