Best Investors Account Sign in
Inactive

Walker Gilbert

Shelter Wealth Strategies, LLC

Houston, TX

Claim This Profile
Current Employers
Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Houston TX 02/2025 03/2026
Mml Investors Services Llc Houston TX 02/2025 03/2026
Sage Settlement Consulting Houston TX 07/2024 04/2026
Texas Athletics Austin TX 09/2022 06/2024
Texas Athletics Austin TX 08/2019 09/2022
Liberty Hill High School Liberty Hill TX 08/2015 05/2019
Unemployed Liberty Hill TX 05/2019 08/2019
Shelter Wealth Strategies, Llc Houston TX 03/2026 Present
  • 02/2025 → 03/2026
    Mass Mutual Life Insurance Company
    Houston, TX
  • 02/2025 → 03/2026
    Mml Investors Services Llc
    Houston, TX
  • 07/2024 → 04/2026
    Sage Settlement Consulting
    Houston, TX
  • 09/2022 → 06/2024
    Texas Athletics
    Austin, TX
  • 08/2019 → 09/2022
    Texas Athletics
    Austin, TX
  • 08/2015 → 05/2019
    Liberty Hill High School
    Liberty Hill, TX
  • 05/2019 → 08/2019
    Unemployed
    Liberty Hill, TX
  • 03/2026 → Present
    Shelter Wealth Strategies, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-09
  • S66 Uniform Combined State Law Examination
    2026-01-09

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor