Lennie
Walters
Steward Partners Investment Advisory, LLC
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About this Advisor
Lennie Walters is a financial advisor based in Shawnee, Kansas, working with Steward Partners Investment Advisory, LLC. Lennie has previously held positions at Waddell & Reed, Inc, Ivy Funds Distributor Inc, Vinovest, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC. Lennie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Lennie is part of Steward Partners Investment Advisory, LLC, which operates out of Shawnee, Kansas. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 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, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Lennie Walters Work History
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Ameritas Investment Company, LLC
Ameritas Advisory Services, LLC
Vinovest
Ivy Funds Distributor Inc
Waddell & Reed, Inc
Disclosures
Please visit the SEC profile of Lennie Walters 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 Steward Partners Investment Advisory, LLC
New York, NY
Virginia Beach, VA
New York, NY
Suffolk, VA
New York, NY
Clearwater, FL
New York, NY
Andover, MA
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