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Justin Chade Waller

Waller Financial Coaching

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About Justin Chade Waller

Justin Chade Waller is an Investment Advisor Representative with Waller Financial Coaching based in Chico, California. Justin has been in the financial services industry for over two decades and holds Series 6, 7 and 66 licenses, as well as the Certified Financial Planner designation. Justin offers financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Justin Waller is currently registered with Waller Financial Coaching. Waller Financial Coaching is an investment advisor registered with the SEC. They manage $70,900,340 in assets for 369 clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals. They have 1 investment adviser representative and advise 65 clients, including 46 high-net-worth individuals and 19 individuals other than high-net-worth. They also have a website at http://www.wallerfc.com.

$70.90M

Assets Under Management

5

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Justin Waller’s Registration & Firm History

CA

01/01/2025 - Present

Waller Financial Coaching (CHICO CA)

OR

08/06/2009 - 12/02/2011

FINANCIAL NETWORK INVESTMENT CORPORATION (GRANTS PASS OR)

CA

05/19/2000 - 08/11/2009

AMERIPRISE FINANCIAL SERVICES, INC. (FOLSOM CA)

MN

05/19/2000 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

CA

08/21/1998 - 03/27/2000

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 06/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Chade Waller.
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