Erik
Walker

Householder Group Estate & Retirement Specialists

CRD#2837622
Investment Advisor
in Surprise, AZ

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About this Advisor

Erik Walker is a financial advisor based in Surprise, Arizona, working with Householder Group Estate & Retirement Specialists. Erik has previously held positions at Householder Group Estate & Retirement Specialists, Securities America Inc, and Verus Capital Partners. Erik has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Erik is part of Householder Group Estate & Retirement Specialists, which operates out of Surprise, Arizona. The firm has 29 offices and 86 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Householder Group Estate & Retirement Specialists includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Surprise, AZ

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,305,983,348

AZ Average: $1,555,372,352
Total Number of Employees

86

AZ Average: 37
Total Number of Accounts

6,706

AZ Average: 1,370
Average Account Size

$194,748

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Erik Walker Work History

2017 - Present (7 years)

Householder Group Estate & Retirement Specialists

2014 - Present (10 years)

Securities America Inc

2014 - Present (10 years)

Verus Capital Partners

Disclosures

Please visit the SEC profile of Erik Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Blake Behunin
Camarillo, CA
Erik Walker
Surprise, AZ
Skyler Hulslander
Scottsdale, AZ
Tyler Finch
Edmond, OK
Jean Elzayek
Scottsdale, AZ
Katrina Vanrensum
Bothell, WA
Justin Nimock
Englewood, CO
Michael Streff
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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