Darryl Edward Walker

Advisor at Fidelity — Shelby Township, MI

Updated today

Credentials

Series 63, Series 66

Experience

20 years

Location

Shelby Township, MI

Fidelity logo

Fidelity

Institution

Total advisors

17,005

Across 1,873 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career.

Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations.

Outside of his professional work, Darryl has interests in baseball and family activities.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

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Location

See office

Shelby Township, MI

Shelby Township MI

Advisors at this office

1

Most active in

Michigan · Texas

Work history

20 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTS

2024 - Present • 2 years

Farmington, MI

CHARLES SCHWAB and CO., INC.

2022 - 2024 • 2 years

Birmingham, MI

TD Ameritrade

2019 - 2022 • 3 years

Birmingham, MI

JPMorgan Securities LLC

2016 - 2019 • 3 years

Troy, MI

Thrivent Investment Management

2010 - 2015 • 5 years

MI

Disclosures

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

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Sara F

CFP®, Series 65

Rochester Hills, MI

Arrowroot Family Office, LLC

Sara Frazier is a CFP® and Series 65 holder currently with Arrowroot Family Office, LLC, where she has worked since 2026. She has six years of prior experience at Planning Alternatives and six years at Mod in the Mitten. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients, including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation strategies using analytics-driven approaches and manages private pooled investment vehicles while also providing educational seminars and multi-family office capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Private / alternative investments Charitable giving & philanthropy Military & Veterans
user avatar

Blake K

Series 66

Birmingham, MI

Oppenheimer

Blake Keelean is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. His prior roles include positions at UHY Advisors and Michigan State University. He has also worked in education and at Orchard Lake Country Club. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

ESG / Sustainable investing Private / alternative investments Equity compensation tax strategy Business succession planning Retirement income strategy Founder/Business Owner Executive Values-based investing
user avatar

Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Daniel Shub is a financial advisor at Octo Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing Octo Capital since 2015. In addition to his advisory role, he is the managing member of Shub & Company LLC, a life and health insurance agency, and Gold Star Insurance Group LLC, a property and casualty insurance agency. Octo Capital provides investment advisory, portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, foundations, and charitable organizations. The firm’s investment approach is long-term and based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds and ETFs, with discretionary portfolio management and regular monitoring.

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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