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Bradford M. Walker, CFP®
Senior Vice President, Wintrust Investments

847.446.4378 Direct
866.216.6942 Toll-free
847.446.4657 Fax

Northview - Main

245 Waukegan Road
Northfield, Illinois 60093

Northview - Orchard Lane

1751 West Orchard Lane
Northfield, Illinois 60093

Northbrook - Main

1100 Waukegan Road
Northbrook, Illinois 60062

Northbrook - West

875 Sanders Road
Northbrook, Illinois 60062

Bradford M. Walker values building client relationships based on trust and integrity by providing expertise in a full suite of wealth management services. Brad joined the firm in 2005 and works with local families, professionals, and businesses toward defining and achieving specific short- and long-term financial goals. He takes a team approach to serving his clients, working with specialists in the areas of trust services, banking, insurance, lending, and estate planning. As a Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, and an Insurance Agent, Brad offers his clients a thorough understanding and an unbiased, customized approach to comprehensive financial management.

Brad graduated from Ohio University and has over 17 years of experience advising clients. He holds FINRA Series 7, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses. Brad enjoys coaching kids’ sports, playing golf, skiing, and triathlons. He lives in Northbrook with his wife, Sara, and their three sons. Brad is a member of the 2010, 2011, 2012, and 2013 Chairman’s Clubs.

THE BRAD WALKER TEAM

The Brad Walker Team includes Brad Walker, Jonathon Beaver, Barbara Rosenbaum, and trust administration from Jennifer Czerwinski.

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

Securities, insurance products, financial planning and investment management services offered through Wintrust Investments, LLC, (Member FINRA/SIPC), founded in 1931. Trust and asset management services offered by The Chicago Trust Company, N.A. and Great Lakes Advisors, respectively. Investment products such as stocks, bonds, and mutual funds are not insured by the FDIC or any federal government agency, not bank guaranteed or a bank deposit, and may lose value.