Walled Lake Planning & Wealth Management, LLC
Walled Lake Planning & Wealth Management, LLC (CRD# 299595) is a financial advisory firm headquartered in Highland Park, IL. They manage $556,559,668 in 1,882 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management557MILLION
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Total Number of Accounts1,882ACCOUNTS
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Average Account Value$295,728
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, IL, NC, NE, NY, TN, TX, WA
Noel Cooper (CRD# 3175789) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 25 years of experience in the finance industry.
Sarah Grayer (CRD# 6291960) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 10 years of experience in the finance industry.
Howard Klieger (CRD# 1020955) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 42 years of experience in the finance industry.
Louis Klieger (CRD# 6521252) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 8 years of experience in the finance industry.
Zachary Walters (CRD# 5157083) is an Investment Advisor Representative working at Walled Lake Planning & Wealth Management, LLC in Highland Park, IL and has over 17 years of experience in the finance industry.