Corey Richard Walter
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Corey Richard Walter Insurance AgentAug 2020 to now
- United Planners' Financial Services of America a Limited PartnerAug 2020 to now
- Wealth Management By Design, LLCAug 2020 to now
- Epicurean CateringJun 2016 to now
- Epicurean Catering & 4917 AdventuresJun 2016 to Mar 2023
- Royal Alliance Assoicates, Inc.Jan 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CO).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5133265
- Firm CRD
- 20804