Samantha Walker
Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
11 years in the industry.
- Kestra Advisory Services, LLCMay 2026 to now
- Kestra Investment Services LLCDec 2025 to now
- NfpJun 2025 to Dec 2025
- Medina Golf & Country ClubMay 2022 to Oct 2024
- University of Minnesota - Carlson School of ManagementAug 2021 to May 2025
- Curbside WasteApr 2020 to Jan 2022
- Rogers High SchoolSep 2017 to Jun 2021
- Full- Time EducationDec 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 8112741
- Firm CRD
- 283330