linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Caleb Brian Walter

PMA Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Caleb? Claim Your Profile

About Caleb Brian Walter

Caleb Brian Walter is an investment advisor representative registered with PMA Asset Management, LLC and holds the following licenses: Series 6, 7, 63, 65, SIE and 50. Caleb Brian Walter has been in the industry since 2015 and has previous experience with J.P. MORGAN SECURITIES LLC, SORRENTO PACIFIC FINANCIAL, LLC, and WELLS FARGO CLEARING SERVICES, LLC. Caleb Brian Walter specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Caleb Walter is currently registered with PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based in Naperville, Illinois. The firm manages approximately $26.99 billion in assets for a variety of clients, including individuals, corporations, state and municipal governments, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
PMA Asset Management, LLC

2135 CITYGATE LANE

NAPERVILLE, IL 60563

$26.99B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Caleb Walter’s Registration & Firm History

IL

02/03/2023 - Present

PMA Asset Management, LLC (NAPERVILLE IL)

IA

05/04/2022 - 01/03/2023

J.P. MORGAN SECURITIES LLC (West Des Moines IA)

IA

07/20/2021 - 03/21/2022

SORRENTO PACIFIC FINANCIAL, LLC (Urbandala IA)

IA

10/12/2015 - 07/20/2021

WELLS FARGO CLEARING SERVICES, LLC (URBANDALE IA)

Not sure if Caleb Brian Walter is right for you?

Licenses & Designations

IA

Issued 12/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2023

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 10/12/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caleb Brian Walter.
Not sure if Caleb Brian Walter is right for you?