WV
WV

Walter Vetter

19 Years of Experience
Winnemucca, NV
1 DisclosureBroker

Walter Vetter is a registered investment advisor at Edward Jones, based in Winnemucca, NV, with 19 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

185 Melarkey Street, Winnemucca, NV, 89445

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History

Regulatory History (1)
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Customer Dispute
February 2012
Closed-No Action
Other Business Activities

Walter is a board member for Together We Can, helping educate people on a school bond, and co-owns Sunshine Electric. He also owns Sunshine Rentals, spending minimal time on minor repairs, rent collection, and paperwork.

Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 3 mos
Edward JonesBroker
March 2006 - Present · 20 yrs 2 mos
State Registrations16 states
AKAZCACOIDMOMTNCNMNVORTXUTVAWAWY
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.