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Walter Marvin Wittrock

Advisor Share Wealth Management

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About Walter Marvin Wittrock

Walter Wittrock is a financial advisor with Advisor Share Wealth Management. Walter has over 25 years of experience in the financial industry. Walter has a Series 6, 63, and 65 license. Walter's firm offers comprehensive asset management platform services to individuals, businesses, and retirement plans.

Firm Information

Walter Wittrock is currently registered with Advisor Share Wealth Management. Advisor Share Wealth Management is a wealth management firm located in Vancouver, WA. With 22 licensed agents, they offer comprehensive asset management services, financial planning, pension consulting, and selection of other advisors. The firm primarily serves individuals, including high-net-worth individuals, as well as corporations and pension plans. They manage approximately $48 million in assets.
Advisor Share Wealth Management

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$48.00M

Assets Under Management

Not reported

Total Clients

24

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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comprehensive asset management platform provider

Comprehensive asset management platform provider

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

Investment platform fees

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Walter Wittrock’s Registration & Firm History

WA

05/19/2023 - Present

Advisor Share Wealth Management (VANCOUVER WA)

FL

11/27/2001 - 08/03/2005

INTERSECURITIES, INC. (ST. PETERSBURG FL)

IL

03/21/2001 - 11/30/2001

PMG SECURITIES CORPORATION (ELGIN IL)

OH

05/19/2000 - 03/01/2001

DONAHUE SECURITIES, INC. (CINCINNATI OH)

NE

11/04/1999 - 05/10/2000

FREEDOM FINANCIAL, INC. (OMAHA NE)

TX

05/11/1999 - 10/22/1999

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 11/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Marvin Wittrock.
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