Karsten Walker
Investment adviser representative at Savvy
29 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Karsten Walker? 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
- Seminars and workshops
Experience
29 years in the industry.
- SavvyMar 2026 to now
- Blue Barn WealthMar 2025 to now
- Tci Security and Monitoring, LLCOct 2018 to now
- First Financial Advisors, LcDec 2024 to Mar 2025
- Stocktrak.comOct 2022 to Mar 2026
- Alpine School DistrictJan 1997 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
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
- 8022370
- Firm CRD
- 318493