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Walter John Narcum

Feltl Advisors

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About Walter John Narcum

Walter John Narcum is a registered investment advisor representative with Feltl Advisors. Walter is a licensed investment advisor representative in Minnesota and holds the Series 7 and Series 66 licenses. Walter has been in the securities industry since February 27, 2008, and is currently registered with Feltl Advisors, located in Plymouth, Minnesota. Walter previously worked at Wells Fargo Advisors, LLC, also in Minnesota, from February 28, 2008, to May 17, 2016. Walter provides advisory services in financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

Walter Narcum is currently registered with Feltl Advisors. Feltl Advisors is a registered investment adviser located in Plymouth, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. They also offer other services such as selection of other advisers and wrap accounts through non-affiliated providers. Feltl Advisors has approximately $120,639,894 in regulatory assets under management.
Feltl Advisors

ONE CARLSON PARKWAY NORTH

PLYMOUTH, MN 55447

$120.64M

Assets Under Management

Not reported

Total Clients

15

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.

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wrap accounts through non-affiliated providers

Wrap accounts through non-affiliated providers

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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other

Percentage of assets under outside management

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Walter Narcum’s Registration & Firm History

MN

05/13/2016 - Present

Feltl Advisors (PLYMOUTH MN)

MN

02/28/2008 - 05/17/2016

WELLS FARGO ADVISORS, LLC (WOODBURY MN)

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Licenses & Designations

BOTH

Issued 03/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Walter John Narcum.
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