Walter has had the privilege of building relationship with clients for over 25 years. He joined Focus Financial in 1997 after starting his career at another investment firm. He spends most of his day meeting with clients and is grateful to have such a capable team at Pickup and Associates. Walter has seen incredible innovation in technology over the course of his career, and is committed to taking advantage of the best technology available in the industry and making those tools available to clients.
Walter attended high school in the Chicago suburbs. As a teenager, he worked at an Auto Body shop and started to develop an appreciation for classic cars. After high school, Walter continued his studies at Northwestern College in Iowa and at Fuller Seminary in Pasadena, CA. He left the sunshine of southern California in 1990 and has called Minnesota home ever since. His life experiences include a variety of church leadership roles as well as more than 24 years of service as a firefighter.
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
Burnsville MN 55337