Edward George Walter

Employer firm

Mpwm Advisory Solutions LLC CRD 169885

$327M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → Present
  Lpl Financial Llc (Formerly: Linsco Private Ledger)
  Roswell, GA
• 02/2026 → Present
  Mpwm Advisory Solutions, Llc
  Alpharetta, GA

Previous Registrations

• 2007-02-15 → 2007-12-20
  Concourse Financial Group Securities, Inc.
  Cumming, GA
  Atlanta, GA

Other Businesses

(1) 01/05/2015 - Citadel Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/31/2014 - 150 hours per month/ during trading (2) 09/09/2021 - Ed Walter LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 06/03/2020 - 0 Hours Per Month/0 Hours During Securities Trading - LLC for tax purposes. (3) 02/25/2026 - MPWM Advisory Solutions - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 01/30/2026 - 90 hours per month/ 25 hours during trading - I provide investment advisory services through MPWM Advisory Solutions LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 90 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-14
• S63 Uniform Securities Agent State Law Examination
  1995-06-30