Walter Denkers
Walter Denkers is a registered investment advisor at Osaic Wealth, INC., based in Portland, OR, with 36 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1777 NE Cesar E Chavez Boulevard, Portland, OR, 97212
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Walter is a sole proprietor providing life/health insurance and fixed annuities, dedicating about a quarter of his time. He also works with third-party money managers and provides direct advice through Sagepoint Financial.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
U.S. Securities Clearing CORP.Broker
Waddell & Reed, INC.Broker
State Registrations6 states
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.