Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Bomgren is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Walter is a Registered Representative and Investment Advisor Representative and specializes in providing portfolio management, financial planning, estate planning, and other advisory services. Walter has a broad range of experience working with individuals, corporations, and charitable organizations.
Woodbury, MN
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.
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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Woodbury MN)
MN
06/01/2009 - 04/17/2017
MORGAN STANLEY (ST.PAUL MN)
MN
01/09/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. PAUL MN)
MN
01/03/2001 - 01/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PAUL MN)
NY
07/19/1983 - 01/09/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/19/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/3/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/3/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 7/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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