Walker Charles Wiese
Investment adviser representative at Advisory Services Network
14 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 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
Experience
14 years in the industry.
- Advisory Services Network, LLCApr 2025 to now
- Uber TechnologiesSep 2024 to now
- Alvarez and MarsalJul 2023 to Jun 2024
- Kellogg School of ManagementAug 2021 to Jun 2023
- Kendra Scott JewelryMay 2017 to Jun 2021
- The University of Texas At AustinAug 2012 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 8069433
- Firm CRD
- 146051