president at wealthpoint advisors@ WealthPoint Advisors
Indianapolis, Indiana, United States
Brent Walker
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Indiana University Bloomington
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FlashIntel GPTBrent Walker is a highly experienced professional with 29.5 years of work experience in investment management, advisory, retirement planning, wealth management, and investments. Based in Fishers, Indiana, he owns and operates WealthPoint Advisors, a local firm that provides comprehensive, customized advice with high-touch service. With over 15 years of experience in the financial planning and wealth management field, Brent works with a diverse range of clients, including business owners, former business owners, and executives. He is a Certified Financial Planner TM since 2001 and specializes in investment advice, investment management, and financial planning.
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About
My job is to make my clients' financial lives easier. This would include financial plan design to meet their goals, investment advice, income tax planning, and estate plan advice. I own and operate WealthPoint Advisors: a small, local firm that works with a select number of clients to provide this comprehensive, customized advice with high-touch service. I have over 15 years experience in the financial planning and wealth management field delivering advice free of the conflict of investment product commissions. As a small business owner myself, I work with a number of business owners, former business owners, and executives and understand their unique needs. I have been a Certified Financial Planner TM since 2001. Specialties: Investment advice, investment management, financial planning
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president at wealthpoint advisors
President
Financial Services
Brent Walker's Professional Milestones
- President: Driving organizational transformation to achieve record-breaking profitability and market leadership.
- Staff Consultant (1997-09-01~1999-09-01): Building strong relationships with key clients, resulting in increased client satisfaction and loyalty.
Education
Economics,
Finance,
Bachelors,
Bachelor Of Science
1990-1994Skill
Investment Management
Investment Advisory
Retirement Planning
Wealth Management
Investments
Financial Planning
Financial Advisory
Finance
High Net Worth Individuals
Management
Strategic Planning
Certified Financial Planner
Customer Service
Certification
Colleagues
Michael Skehan
Senior Advisor
Lauren Stanfield
Support Advisor
Pamela Stephenson
client centric administrator - csa broker realtor® since 2003 23+ years management customer service training mentoring contract negotiations project management coach
Nate Eix, CFP®
financial advisor | fee-only planning
Jared Foote
junior advisor - indianapolis indiana
Other Named Brent Walker
Frequently asked questions
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Brent Walker works for WealthPoint Advisors
Brent Walker's role in WealthPoint Advisors is president at wealthpoint advisors
Brent Walker works in the industry of Financial Services
Brent Walker's colleagues are Michael Skehan,Lauren Stanfield,Pamela Stephenson
Brent Walker's latest job experience is president at wealthpoint advisors at WealthPoint Advisors
Brent Walker's latest education in Indiana University Bloomington
