Brooke Summer Walker

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 04/2016 → 12/2018
  Transamerica Financial Advisors, Inc
  Mesa, AZ
• 08/2016 → 12/2018
  World Financial Group, Inc.
  Mesa, AZ
• 09/2025 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2025 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 01/2019 → 06/2021
  Self-Employed
  Tempe, AZ
• 06/2021 → 12/2022
  Liberty Mutual
  Scottsdale, AZ
• 01/2019 → Present
  100 Years Of Bliss, Llc
  Gilbert, AZ
• 04/2016 → 09/2025
  Self-Employed
  Gilbert, AZ
• 04/2016 → 09/2025
  Self-Employed
  Gilbert, AZ
• 01/2026 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: 100 YEARS OF BLISS, LLC NON-INVESTMENT-RELATED ADDRESS: GILBERT, AZ NATURE OF BUSINESS: WELLNESS POSITION: OWNER START DATE: 01/2019 APPROXIMATE HOURS/MONTH: 6 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: WELLNESS COACHING

Exams

• S66 Uniform Combined State Law Examination
  2026-01-05
• S63 Uniform Securities Agent State Law Examination
  2017-09-08

Other Names

• Brooke Summer Sayler
• Brooke S Sayler
• Brooke Sayler
• Brooke S Walker
• Brooke Walker