WI
WI
Walter Ickert is a registered investment advisor, based in Ridgeland, SC, with 49 years of industry experience.
Location
Ridgeland, SC
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2022Settled
Customer Dispute
November 2022Settled
Other Business ActivitiesSells Insurance
Walter operates under the DBA Walter Ickert and Associates, selling fixed insurance, variable annuities, variable life insurance, long-term care, disability, Medicare supplement insurance, and health insurance. He also provides financial planning and advisory services through Independent Financial Partners, dedicating about half of his time to this.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 4 mos
Independent Financial Partners
December 2009 - Present · 16 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
November 2009 - May 2019 · 9 yrs 6 mos
Oak Brook Advisors LTD
November 2004 - November 2009 · 5 yrs
Royal Alliance Associates, INC.Broker
July 2002 - November 2009 · 7 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - August 2002 · 3 yrs 3 mos
Guardian Investor Services CorporationBroker
July 1997 - May 1999 · 1 yr 10 mos
Nwnl Management CorporationBroker
January 1987 - December 1990 · 3 yrs 11 mos
Financial Network Investment CorporationBroker
December 1986 - July 1997 · 10 yrs 7 mos
Arundel Securities, INC.Broker
January 1986 - December 1986 · 11 mos
The Planner's Securities Group, INC.Broker
October 1985 - January 1986 · 3 mos
Fsc Securities CorporationBroker
January 1984 - October 1985 · 1 yr 9 mos
The Lincoln National Life Insurance CompanyBroker
October 1978 - April 1983 · 4 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
December 1974 - December 1976 · 2 yrs
The Lincoln National Life Insurance CompanyBroker
December 1974 - December 1976 · 2 yrs
Adl Investment CO., INC.Broker
August 1973 - January 1974 · 5 mos
State Registrations2 states
NCSC
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.