Tiffany Walker Email & Phone Number
Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® @ CAPTRUST
Tiffany Walker Location
Minneapolis, MN, US
Tiffany Walker Work
- 2017 - now Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® @ CAPTRUST
- 2016 - 2017 Senior Wealth Planner, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® @ Windsor Financial Group, LLC
- 2014 - 2016 Wealth Advisor, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® @ Bronfman E.L. Rothschild
- 2007 - 2014 Advisor, CERTIFIED FINANCIAL PLANNER™ @ Baker Tilly Investment Advisors, LP
- 2003 - 2007 Associate Financial Representative @ Northwestern Mutual
- 2002 - 2002 Administrative - Financial Services @ Robert Half
Tiffany Walker Education
- Augsburg University2019 - 2022
- The American College
Certified Financial Planner and Chartered Financial Consultant Coursework
2009 - 2014 - University of Minnesota - Twin Cities
B.A.
1999 - 2004
- Stevens Point Area Senior High School (SPASH)1995 - 1999
Tiffany Walker Skills
- College Education Planning
- Series 63
- Estate Planning
- Fiduciary
- Public Speaking
- Pensions
- Fixed Annuities
- Comprehensive Planning
- Retirement Planning
- Intergenerational Wealth Transfer
Tiffany Walker Summary
Tiffany Walker, based in Minneapolis, MN, US, is currently a Financial Advisor, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® at CAPTRUST. Tiffany Walker brings experience from previous roles at Windsor Financial Group, LLC, Bronfman E.L. Rothschild, Baker Tilly Investment Advisors, LP and Northwestern Mutual. Tiffany Walker holds a 2019 - 2022 Augsburg University. With a robust skill set that includes College Education Planning, Series 63, Estate Planning, Fiduciary, Public Speaking and more. Tiffany Walker has 1 emails and 1 mobile phone numbers on RocketReach.
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