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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Lydia Walker is a financial advisor with Captrust in Minneapolis, Minnesota. Tiffany has been in the financial services industry since 2004. She is a Certified Financial Planner and a Chartered Financial Consultant. Tiffany specializes in providing financial planning, portfolio management and pension consulting services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
03/09/2017 - Present
Captrust (Minneapolis MN)
MN
07/01/2016 - 10/31/2016
BRONFMAN E.L. ROTHSCHILD CAPITAL, LLC (Minneapolis MN)
MN
08/23/2007 - 05/02/2016
BAKER TILLY CAPITAL, LLC (MINNEAPOLIS MN)
MN
06/21/2004 - 08/03/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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