Zach Walters

Chief Investment Officer at Walled Lake Planning & Wealth Management LLC

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Finance

Profile

Mr. Zachary H.
Walters is a Chief Investment Officer at Walled Lake Planning & Wealth Management LLC.
His role at Walled Lake is seeking best-in-class investment solutions, assisting in the wealth management planning process, as well as development of account allocations.
Mr. Walters began his career and worked as a financial consultant at Ameriprise Financial until joining Howard and Noel’s team in 2006.
He received his Bachelor of Science degree in Business Management, and a minor in Finance degree from Purdue University.

Zach Walters active positions

Companies	Position	Start
Walled Lake Planning & Wealth Management LLC Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities.	Chief Investment Officer	01/12/2018

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Training of Zach Walters

Purdue University

Undergraduate Degree

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100 +

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Linked companies

Private companies	1
Walled Lake Planning & Wealth Management LLC Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities.	Finance