Financial Advisor@ Waddell & Reed
Cincinnati Metropolitan Area
Walter Wilson, CFP®, ChFC®
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Miami University
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FlashIntel GPTWalter Wilson, CFP(r), ChFC(r) is a highly experienced financial advisor with over 21 years of work experience. He specializes in providing investment and financial planning services to individuals and businesses. Walter offers services such as securities and investment advisory services, broker/dealer, member FINRA, and SIPC. He is also a Federally Registered Investment Advisor. Walter's expertise includes insurance products offered through insurance companies and agencies, and he is a trusted advisor for residents of the United States. For more information, visit www.waddell.com/personal_investors/Social_Media_Disclaimer.
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About
Providing investment and financial planning services based on your individual financial goals and objectives. I look forward to working with you.Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit www.waddell.com/personal_investors/Social_Media_Disclaimer.aspx for additional information on Waddell & Reed’s social media policies.
...See MoreWork Experience
LPL Financial Advisor
Financial Advisor
Financial Services
Walter Wilson, CFP®, ChFC®'s Professional Milestones
- Public Relations Director (2016-01-01~): Developed and executed strategic public relations campaigns to increase brand visibility and reach target audience.
- 2014 President (2014-01-01~2014-12-01): Expanding global market presence, driving business growth, and securing new business opportunities in the coming year.
Education
Mathematics,
Statistics,
Bachelors,
Bachelor Of Science,
Mathematics And Statistics
1997-2001Certification
Colleagues
Other Named Walter Wilson, CFP®, ChFC®
Frequently asked questions
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Walter Wilson, CFP®, ChFC®'s social media include: Linkedin,
Walter Wilson, CFP®, ChFC® works for Waddell & Reed
Walter Wilson, CFP®, ChFC®'s role in Waddell & Reed is Financial Advisor
Walter Wilson, CFP®, ChFC® works in the industry of Financial Services
Walter Wilson, CFP®, ChFC®'s colleagues are Janis Linville,Luan Kemper,Matt Munyon
Walter Wilson, CFP®, ChFC®'s latest job experience is Financial Advisor at Waddell & Reed
Walter Wilson, CFP®, ChFC®'s latest education in Miami University
