Isaac Edward Walshaw
Investment adviser representative at Tci Wealth Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm assets
Are you Isaac Edward Walshaw? Claim your profile
Contact this firm
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
14 years in the industry.
- Tci Wealth Advisors, Inc.Sep 2025 to now
- Charles Schwab & Co., Inc.Aug 2023 to Sep 2025
- Schwab Wealth Advisory, Inc.Aug 2023 to Sep 2025
- Lululemon AthleticaOct 2022 to Jun 2023
- University of ArizonaAug 2022 to May 2023
- Wells FargoJun 2022 to Aug 2022
- University of ArizonaAug 2021 to May 2022
- Sonora Investment ManagementMay 2021 to Aug 2021
- UnemployedMay 2020 to Aug 2020
- University of ArizonaAug 2019 to May 2021
- UnemployedMay 2019 to Aug 2019
- Full-time EducationJul 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Tci Wealth Advisors, Inc.
$5.4BAssets managed
3,268Clients
46Advisers
36 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
- 7601549
- Firm CRD
- 107373