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Walstad Investment Counsel, Inc. CRD 107112
$79.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1470 East Valley Road Suite A-1, Santa Barbara, CA 93108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2003-10-09 |
| TX | RA | APPROVED_RES | 1994-11-18 |
Branch Locations
1470 East Valley Road Suite A-1, Santa Barbara, CA 93108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walstad Investment Counsel Inc | Santa Barbara | CA | 11/1994 | Present |
APPLICANT IS THE SHAREHOLDER, DIRECTOR AND PRESIDENT OF WALSTAD INVESTMENT COUNSEL, INC., A CALIFORNIA CORPORATION WHICH WAS INCORPORATED ON SEPTEMBER 19, 1994.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-03 |
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