Casey Brent Walker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2003 → Present
  Grantsville High School
  Grantsville, UT
• 01/2013 → 02/2025
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2004 → Present
  Walker Consulting, Llc
  Murray, UT
• 02/2025 → Present
  Lpl Financial Llc
  Lehi, UT

Other Businesses

1) 01/2025 - SUMMIT POINT WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) - at reported business location (s) 2) 01/2025 - WALKER CONSULTING LLC / Co-Owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Tooele UT 84074 / Start date 01/05/1998 - 10-20 Hrs per month - 100 % Time Spent 3) 01/2025 - C & J ORGANIZATION LLC / Co-Owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Tooele UT 84074 / Start date 01/07/2019 - 1 % Time Spent 4) 01/2025 - THOMAS & WALKER ENTERPRISES LLC / Co-Owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Tooele UT 84074 / Start date 01/07/2019 5) 01/2025 - TC United Soccer / Coach/Sports/Fitness / Soccer coach / Non Inv Related / Tooele UT 84074 / Start date 06/01/2004 - 5-10 hrs per month - 10 % Time Spent 6) 05/15/2025 - Walker Investments - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/03/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 7) 05/14/2025 - Walker Investments - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/03/2025 - 30 Hrs/Mth - 30 Hrs During Trading. 8) 05/12/2025 - Scuplt Studio LLC - Not Investment Related - Business Owner - looking for locations to build out. - Start Date:06/02/2025 - 10 Hrs/Mth - 5 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2000-01-29

Other Names

• Casey Brent Walker