Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Walstad is an investment advisor representative with Walstad Investment Counsel, Inc. April has been in the financial industry since 1994. April is registered with the state of Georgia and Texas. April is also a Chartered Financial Analyst. Walstad Investment Counsel, Inc. provides portfolio management for businesses and individuals. The firm manages assets for 21 clients. April's firm primarily works with high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
11/18/1994 - Present
Walstad Investment Counsel, Inc. (SANTA BARBARA CA)
IA
Issued 11/03/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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