James
Walden
Clayton Wealth Partners
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About this Advisor
James Walden is a chartered financial analyst based out of Topeka, Kansas with 1 year of relevant experience. Walden is an advisor for Clayton Wealth Partners. Over the course of their career, they have held roles at Clayton Wealth Partners and Bb&T Asset Management. Walden can advise clients in Kansas and Texas. Clayton Wealth Partners is an advisory firm based in Topeka, KS. The company has a total of 12 financial advisors. It has $627 million in total assets between its 1,747 customer accounts, making it one of the bigger firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 1,747 accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fee types charged by Clayton Wealth Partners can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clayton Wealth Partners Brokerage Details
$627,000,543
12
1,747
$358,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Walden Work History
James has been registered as a financial advisor for 1 years.*
Clayton Wealth Partners
Bb&T Asset Management
*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 James Walden 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 Clayton Wealth Partners
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
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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