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Walker Charles Wiese

Advisory Services Network

Austin, TX

Atlanta, GA

CRD 8069433

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-12
  • TX RA
    APPROVED
    Since 2025-05-12

Branch Locations

Austin, TX • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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
Advisory Services Network, Llc Atlanta GA 04/2025 Present
Uber Technologies Austin TX 09/2024 Present
Alvarez And Marsal Austin TX 07/2023 06/2024
Kendra Scott Jewelry Austin TX 05/2017 06/2021
The University Of Texas At Austin Austin TX 08/2012 05/2017
Kellogg School Of Management Evanston IL 08/2021 06/2023
  • 04/2025 → Present
    Advisory Services Network, Llc
    Atlanta, GA
  • 09/2024 → Present
    Uber Technologies
    Austin, TX
  • 07/2023 → 06/2024
    Alvarez And Marsal
    Austin, TX
  • 05/2017 → 06/2021
    Kendra Scott Jewelry
    Austin, TX
  • 08/2012 → 05/2017
    The University Of Texas At Austin
    Austin, TX
  • 08/2021 → 06/2023
    Kellogg School Of Management
    Evanston, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-10
  • S65 Uniform Investment Adviser Law Examination
    2025-05-10

View on SEC IAPD

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