Matthew Nielsen Walker
Investment adviser representative at Interwise
19 yearsExperience
1 stateRegistered in
$369.7MFirm assets
4 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- InterwiseOct 2021 to now
- Valued Wealth Advisors, LLCOct 2021 to now
- Walker Development / Abbington Senior LivingJan 2011 to now
- Intercap LendingJan 2007 to now
- Independent Financial Group, LLCJun 2013 to Jul 2023
- Disability AdvisorsFeb 2009 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Interwise
Legal name: Valued Wealth Advisors, LLC
$369.7MAssets managed
334Clients
5Advisers
4 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
- 6206383
- Firm CRD
- 316746