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James Michael Walden is a registered investment advisor representative with Clayton Wealth Partners. James is based in Topeka, KS and has been in the financial services industry since June 2013. James has passed the Series 65 exam, holds a Chartered Financial Analyst designation, and is registered in Kansas and Texas. Clayton Wealth Partners is an independent financial advisory firm serving high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
02/11/2022 - Present
Clayton Wealth Partners (TOPEKA KS)
Active
Inactive
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