Christopher
Walker

Hrc Wealth Management, LLC

CRD#5628091
Investment Advisor
in Moscow, ID

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About this Advisor

Christopher Walker is a certified financial planner and chartered financial consultant working out of Moscow, Idaho with a total of 3 years of industry experience. Walker is currently employed by Hrc Wealth Management, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Hrc Wealth Management, LLC and Purshe Kaplan Sterling Investments. Walker maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Idaho. Hrc Wealth Management, LLC is a registered investment company that has its headquarters in Moscow, ID. It administers $266 million in total assets across its 1,673 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,673 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in assets available to invest. Hrc Wealth Management, LLC provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management are based on the type of financial services provided. Fee types charged by Hrc Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

315 S. Almon
Moscow, ID 83843

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Hrc Wealth Management, LLC Brokerage Details

Total Assets Under Management

$266,013,232

ID Average: $655,107,610
Total Number of Employees

8

ID Average: 12
Total Number of Accounts

1,673

ID Average: 770
Average Account Size

$159,004

ID Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Christopher Walker Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Hrc Wealth Management, LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2016 - 2020 (4 years)

Northwestern Mutual Wealth Management Company

2013 - 2016 (3 years)

Northwestern Mutual Investment Services, LLC

2009 - 2020 (11 years)

Northwestern Mutual Life Insurance Company

2009 - 2020 (11 years)

Northwestern Mutual Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher 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 Hrc Wealth Management, LLC

Mark Watson
Moscow, ID
Jerald Lewis
Moscow, ID
Cade Konen
Moscow, ID
Nathan Strong
Moscow, ID
Eric Kiblen
Moscow, ID
Christopher Walker
Moscow, ID

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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