WN
WN

Walter John Narcum

17 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
385 clients
Average Client Portfolio
$344K average
Assets Under Management
$132.4M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Walter is the treasurer for Viking Square II Homeowners Association, dedicating about 10-20% of his time to keeping books, collecting dues, and attending meetings. He also provides seasonal part-time help during tax season at a family-owned accounting business.

Employment History
Current Registrations
Feltl & Company
May 2016 - Present · 9 yrs 9 mos
Feltl Advisors
May 2016 - Present · 9 yrs 9 mos
Feltl & CompanyBroker
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLC
March 2008 - May 2016 · 8 yrs 2 mos
Wells Fargo Advisors, LLCBroker
February 2008 - May 2016 · 8 yrs 3 mos
State Registrations5 states
FLIAILMNOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.