AW
AW

Allison Renee Walker

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

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Location

N16W23217 Stone Ridge Drive, Ste 120, Waukesha, WI, 53188

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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 ActivitiesSells Insurance

Allison is an insurance agent since August 2023, selling life, health, annuities, and accident insurance, dedicating full-time hours during trading hours. She also participates in Mutual of Omaha Mortgage Lead Incentive Program, spending minimal time, and works as a financial advisor for Thrive Financial, LLC, dedicating a few hours per week.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
June 2024 - Present · 1 yr 8 mos
Mutual of Omaha Investor Services, INC.Broker
February 2024 - Present · 2 yrs
Mutual of Omaha Investor Services, INC.
February 2024 - Present · 2 yrs
State Registrations6 states
CACOINKYOHWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.