Walter Daniel Albitz
Investment adviser representative at Contego Capital Group, Inc.
15 yearsExperience
1 stateRegistered in
$88MFirm assets
8 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 assetsFixed 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
15 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Contego Capital Group, Inc.Jan 2026 to now
- Allianz Life Financial Services, LLC.Nov 2025 to Jan 2026
- Allianz Life Insurance Company of North AmericaMay 2021 to Jan 2026
- Apex InternationalNov 2020 to Nov 2020
- FairwaymcJun 2020 to Sep 2020
- Walter Albitz InsuranceMar 2019 to May 2021
- University of MinnesotaAug 2017 to May 2021
- Integrated Wealth AdvisorsJun 2016 to Oct 2019
- Mnyouth Soccer OfficialMay 2011 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Contego Capital Group, Inc.
$88MAssets managed
89Clients
8Advisers
8 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
- 7294448
- Firm CRD
- 128518