AW
AW

Andre Walker

26 Years of Experience
St. Louis, MO
BrokerSells Insurance

Andre Walker is a registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 26 years of industry experience. Andre 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

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.

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Location

4625 Lindell Ste 200, St. Louis, MO, 63108

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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.

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Other Business ActivitiesSells Insurance

Andre is an insurance sales owner and producer at Walker Wealth Management, selling fixed annuities and health insurance, dedicating minimal time to this. He also serves as an investment advisor and IAR with Securities America Advisors, spending about 10-20% of his time providing investment and financial guidance.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 11 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Securities America Advisors, INC.
September 2009 - June 2024 · 14 yrs 9 mos
Securities America, INC.Broker
September 2009 - June 2024 · 14 yrs 9 mos
LPL Financial Corporation
November 2005 - September 2009 · 3 yrs 10 mos
LPL Financial CorporationBroker
June 2004 - September 2009 · 5 yrs 3 mos
Edward JonesBroker
December 1999 - June 2004 · 4 yrs 6 mos
State Registrations7 states
ALCAGAILMIMOTX
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.
Andre Walker - Financial Advisor | TrueAdvisor