Walter E. Pickup
Walter Pickup specializes in helping clients make prudent, informed decisions regarding the complex financial issues they face. Whether it is generating retirement income, managing an investment portfolio, deciding how to fund a child’s college education, or some other issue, Walter understands the options available and helps clients find the solution that works best in their situation.
Walter began his financial advising career in 1992, and joined Focus Financial in 1997. He is a graduate of Northwestern College of Iowa and Fuller Seminary in Pasadena, CA.
Series 7 – General Securities
Series 63 – Uniform State Securities—currently licensed in Minnesota and ten other states
Series 65 – Registered Investment Advisor
Insurance – Life, Health, Disability, and Long Term Care
Services & Client Experience
- Comprehensive personal financial planning
- Portfolio analysis and asset allocation
- Investment management
- Tax planning
- Estate planning
- Insurance needs analysis
- Ongoing progress reporting
- Partnering with other professionals (accountant and estate planning attorney) to provide expertise and service in each area