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Walter Michael Flynn

Churchill Management Group

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About Walter Michael Flynn

Walter Michael Flynn is a registered investment advisor representative with Churchill Management Group. Walter has been in the industry since 2007 and has experience with a variety of financial products and services. Walter is licensed in Michigan, Minnesota and Missouri. Walter holds the Series 7, Series 63 and Series 65 licenses.

Firm Information

Walter Flynn is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

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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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.

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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percentage of assets

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

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Walter Flynn’s Registration & Firm History

MN

10/13/2020 - Present

Churchill Management Group (EAGAN MN)

SC

07/11/2007 - 12/18/2007

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

IA

Issued 07/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Michael Flynn.
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