Claire Walmer
Claire Walmer is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Chilton, WI, with 23 years of industry experience. Claire is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
26 E. Main Street, Chilton, WI, 53014
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Claire is affiliated with Ash Brokerage since 2019, focusing on non-variable insurance, dedicating about 10-20% of her time. She is also a financial advisor/insurance agent with CPS Horizon since 2023, spending minimal time, and operates under Sun STEP Financial as a DBA for her LPL business, dedicating about a quarter of her time.
Employment History
Current Registrations
J.W. Cole Financial, INC.
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Sva Wealth Management, INC.
State Registrations5 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.
Exams
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