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Brenda K Walker

Advisor at Valic Financial Advisors — Greenville, KY

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Greenville, KY 42345

Valic Financial Advisors logo

Valic Financial Advisors

Enterprise

Total advisors

1,258

Across 283 offices

Clients per advisor

233 Very High

Avg AUM per client

$99,681 Very Low

HNW client ratio

1% Very Low

About

Brenda Walker is a Series 66 licensed financial advisor with Valic Financial Advisors in Greenville, KY. She joined the firm in 2026 and has prior work experience with House of Onyx Inc. for a total of seven years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and manages approximately $29.2 billion across nearly 300,000 clients.

Client services

Based on Valic Financial Advisors

Financial planning Portfolio management Selection of other advisers Recommend wrap accounts to clients

Expertise

Based on Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

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Fee options

Fixed

Financial planning and consulting services available on a flat fee basis (specific amounts not stated)

Percentage

$0 - $250,000: 0.90% Advisory Fee, 0.63% Platform Fee, 0.08% - 0.60% Manager Fee $250,000 - $500,000: 0.75% Advisory Fee, 0.44% Platform Fee, 0.08% - 0.60% Manager Fee $500,000 - $1,000,000: 0.65% Advisory Fee, 0.32% Platform Fee, 0.08% - 0.60% Manager Fee $1,000,000 - $2,000,000: 0.55% Advisory Fee, 0.31% Platform Fee, 0.08% - 0.60% Manager Fee $2,000,000 - $5,000,000: 0.45% Advisory Fee, 0.30% Platform Fee, 0.08% - 0.60% Manager Fee $5,000,000 - $10,000,000: 0.35% Advisory Fee, 0.29% Platform Fee, 0.08% - 0.60% Manager Fee $10,000,000 - $25,000,000: 0.35% Advisory Fee, 0.27% Platform Fee, 0.08% - 0.60% Manager Fee $25,000,000+: 0.35% Advisory Fee, 0.25% Platform Fee, 0.08% - 0.60% Manager Fee

Commissions

Broker-dealer commissions available separately for brokerage accounts

Project-based

Financial planning and consulting services offered on hourly basis (specific rates not stated)

Subscriptions

Subscription basis financial planning available (specific amounts not stated)

Other

Account minimum: $250,000 Minimum fee: $150 annual minimum account fee assessed quarterly as $37.50 per quarter if quarterly fees do not meet this minimum Fee-only: Advisory fees only; no commissions for advisory services

Location

See office

Greenville, KY

139 South Main Street

Greenville KY 42345

Advisors at this office

2

Most active in

Kentucky

Work history

< 1 year of industry experience

Valic Financial Advisors

2026 - Present • 1 year

Greenville, IL

Unemployed

2026 - 2026 • 1 year

Greenville, IL

House of Onyx Inc.

2022 - 2026 • 4 years

Greenville, KY

unemployed

2018 - 2022 • 4 years

Greenville, KY

House of Onyx Inc.

2014 - 2017 • 3 years

Greenville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Maclynn Z

Series 63, Series 66

Greenville, KY

Valic Financial Advisors

Maclynn Zebrun is a financial advisor with Valic Financial Advisors in Greenville, KY, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Valic Financial Advisors since 1999 and also has a role at Agia. Outside of his advisory work, Zebrun co-owns and operates a family machine shop and a small farm, where he is involved in the day-to-day operations and sales. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and maintaining a large client base supported by over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Patrick G

Series 63, Series 66

Greenville, KY

Edward Jones

Patrick Grewe is a financial advisor at Edward Jones in Greenville, KY, with 35 years of industry experience. He has held registrations for Series 63 and Series 66 and has been with Edward Jones since 1990. Outside of his advisory role, he serves as president of LRG Inc., a rental real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert S

Series 66

Greenville, KY

Edward Jones

Robert Shan is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Becks for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Joseph J

Series 63, Series 65

Powderly, KY

LPL Financial

Joseph Jones III is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with LPL Financial since 2009 and has also worked with Onb Investment Services since 2003. Jones serves in a financial institution role at Old National Bank on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and a variety of management options.

College savings (529s, UTMA, etc.)

Clayton C

Series 66

Central City, KY

Edward Jones

Clayton Cornett is a financial advisor with Edward Jones in Central City, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and is also involved in farming operations through Cornett Farms LLC, where he participates in machinery operation, repairs, bookkeeping, and grain marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance Wealth management Founder/Business Owner
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