Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walt? Claim Your ProfileWalt Axtell is a financial advisor with LPL Financial LLC. Walt has been in the financial services industry since 1997 and has a wide range of experience helping individuals and families achieve their financial goals. Walt is a Certified Financial Planner® and a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
01/28/2022 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
10/18/2005 - 01/28/2022
U.S. BANCORP INVESTMENTS, INC. (BRANSON WEST MO)
MN
07/18/1997 - 10/10/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/18/1997 - 10/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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