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Walsh Advisors CRD 122628
$82.1M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
503 E. Summit Street Suite 1B, Crown Point, IN 46307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-06-17 |
| TX | RA | APPROVED_RES | 2018-01-31 |
| IN | RA | APPROVED | 2003-01-22 |
Branch Locations
503 E. Summit Street Suite 1B, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh Advisors Inc. (Fka Walsh Financial Services) | Crown Point | IN | 05/1999 | 12/2025 |
| University Of Chicago | Chicago | IL | 09/2022 | 12/2023 |
| Depaul University | Chicago | IL | 09/2020 | 12/2025 |
| Walsh Advisors Inc. (Fka Walsh Financial Services) | Crown Point | IN | 12/2025 | Present |
1. BOARD MEMBER OF CROWN POINT COMMUNITY FOUNDATION, NON-INVESTMENT, 8 HOURS/MONTH SPENT AS VOLUNTEER BOARD MEMBER. 2. BOARD MEMBER OF LENDINGONE, NON-INVESTMENT, 8 HOURS/MONTH SPENT AS A BOARD MEMBER. 3.BOARD MEMBER OF CHIMERA INVESTMENT CORPORATION (NYSE:CIM), NON-INVESTMENT, REAL ESTATE INVESTMENT TRUST, 12 HOURS/MONTH SPENT AS A BOARD MEMBER. 4. ADJUNCT INSTRUCTOR (AFFILIATION ONLY) , DEPAUL UNIVERSITY, NON-INVESTMENT, HIGHER EDUCATION, 0 HOURS/MONTH (NO ACTIVE TEACHING RESPONSIBILITIES).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-02 |
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