Zachary Harold Walters
Investment adviser representative at Walled Lake Planning & Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$732.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Walled Lake Planning & Wealth Management, LLCDec 2018 to now
- RBC Capital Markets CorporationMar 2008 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Walled Lake Planning & Wealth Management, LLC
$732.2MAssets managed
369Clients
5Advisers
7 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
- 5157083
- Firm CRD
- 299595