Conrad Walcher

Advisor at Edward Jones

Updated today

Location

Woodward, OK 73801

Credentials

Series 66

Industry experience

7 years

About

Conrad Walcher is a Series 66 licensed financial advisor with Edward Jones in Woodward, Oklahoma, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously worked at Uber and Wichita State University. Outside of his advisory role, he owns Pork Chop Golf LLC, a business focused on building golf clubs for professional golfers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1202 Main St

Woodward, OK 73801

Most active in

Oklahoma · Texas

Work history

Edward Jones

2018 - Present (8 years)

Edward Jones

2018 - 2018 (1 year)

Kevo Properties

2018 - 2019 (1 year)

Uber

2015 - 2019 (4 years)

Wichita State University

2013 - 2018 (5 years)

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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Ernest W

Series 63, Series 66

Woodward, OK

Edward Jones

Ernest Walcher II is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he plays professional golf and is involved in oil royalties and investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

CFP®, Series 63, Series 65

Woodward,, OK

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Gregory Covalt is a CFP® professional with 30 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial, Investment Centers of America, and Stock Exchange Bank. Outside of his advisory work, he is involved in a pest control business, Covalt Termite Control. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Katherine C

Series 66

Woodward, OK

Edward Jones

Katherine Cockreham Hensley is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Her prior work includes roles at Dunn Golf Management and State Farm. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Woodward, OK

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Micah Bailey is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has previously worked at Medmutual Health Insurance and Farmers Insurance. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Kathryn M

Series 66

Woodward, OK

Edward Jones

Kathryn Mc Kinney is a financial advisor at Edward Jones in Woodward, OK, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she managed McKinney Group LLC and worked in real estate marketing and the Payne County District Attorney's Office. She also manages a retail business focused on Native American art and jewelry. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

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

Series 66

Woodward, OK

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Burk Rowley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and The Stock Exchange Bank. Outside of finance, he has served as a sound board operator and business owner of Rowley Brothers LLC. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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