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Lennie W

Series 63, Series 66

Shawnee, KS

Steward Partners Investment Advisory, LLC

Lennie Walters is a financial advisor with Steward Partners Investment Advisory, LLC based in Shawnee, KS. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Ameritas Investment Company, Ivy Funds Distributor Inc., and Waddell & Reed, Inc. Outside of his advisory work, he is the sole proprietor of Walters LLC, a farming business focused on cattle. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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