WB
WB

Walter Bokovitz

33 Years of Experience
Edina, MN
Broker

Walter Bokovitz is a registered investment advisor at Raymond James & Associates, INC., based in Edina, MN, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

3600 Minnesota Drive, Suite 790, Edina, MN, 55435

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
January 2002 - April 2009 · 7 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
January 2002 - January 2002 · 0 mos
Robert W. Baird & CO. IncorporatedBroker
November 2001 - January 2002 · 2 mos
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - November 2001 · 10 mos
John G. Kinnard and Company, IncorporatedBroker
January 1993 - January 2001 · 8 yrs
State Registrations11 states
CACOFLIAIDMIMNNMTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Walter Bokovitz - Financial Advisor | TrueAdvisor