Advisor at Robert M Walker & Associates
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
Robert M Walker & Associates
Location
Taylorsville, KY
Credentials
Series 65
Industry experience
26 years
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiated
Account minimum: $250,000 Fee-only: Fee-based firm; fees paid quarterly in advance; no commissions or asset-based sales charges accepted.
Robert M. Walker Associates, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Fisherville, KY
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We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp
CFP®, Series 66
Shelbyville, KY
Edward Jones
Series 66
Shelbyville, KY
Fidelity
Jenn Czubak is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She partners with individuals and families to help them understand their options and build goal-oriented financial plans. Her areas of focus include retirement planning, income strategies, risk management, protection strategies, and support around estate planning considerations.
CFP®, Series 66
Jeffersontown, KY
Edward Jones
Series 66
Jeffersontown, KY
Edward Jones
Series 66
Mt Washington, KY
Edward Jones
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