Iain Walker is a registered investment advisor at Wells Fargo Advisors, based in Boulder, CO, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
6654 Gunpark Dr, Ste 101, Boulder, CO, 80301
Get directionsNo 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 →Iain co-owns rental property in Fraser, CO, and fully owns Arbroath Capital in Westminster, CO, dedicating about 10-20% of his time to the latter. He also holds power of attorney for his mother, spending a few hours per week on this.
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.