CW
CW

Crystal M Walter

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411

Get directions

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.

Learn about disclosures →
Other Business Activities

Crystal is a 50% owner of Walter Front Properties LLC, a rental property, spending minimal time addressing tenant issues. She also chairs the Parks, Waterways and Recreation Commission for the City of Cedar Rapids and owns a business to resell items online, both requiring minimal time commitments.

Employment History
Current Registrations
Nations Financial Group, INC.
April 2025 - Present · 10 mos
Nations Financial Group, INC.Broker
March 2025 - Present · 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2020 - March 2025 · 4 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
April 2017 - February 2018 · 10 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.