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Brent Walker

Allworth Financial, L.P.

Indianapolis, IN

Folsom, CA

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-12-02
  • IN RA
    APPROVED
    Since 2024-12-02

Branch Locations

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
Wealthpoint Advisors, Llc Indianapolis IN 10/2009 12/2024
Allworth Financial Indianapolis IN 12/2024 Present
  • 10/2009 → 12/2024
    Wealthpoint Advisors, Llc
    Indianapolis, IN
  • 12/2024 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
  • 2018-01-03 → 2024-12-31
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 2009-09-25 → 2017-12-31
    Wealthpoint Advisors Llc
    Indianapolis, IN
  • 1998-11-05 → 2009-10-20
    Pile Wealth Management
    Indianapolis, IN
  • 2002-12-20 → 2002-12-31
    Pile Wealth Management
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-12
S63 Uniform Securities Agent State Law Examination 1994-06-09
  • S65 Uniform Investment Adviser Law Examination
    1998-08-12
  • S63 Uniform Securities Agent State Law Examination
    1994-06-09
Designations
Other Names
  • Brent Walker
  • Brent Michael Walker

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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