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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Walstad Investment Counsel, Inc. 21 years, 3 months Nov 1994 - Present
Are You
April Nena Walstad?
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Designations & Memberships

  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by April Walstad

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 8, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Walstad Investment Counsel, Inc.

Last updated on March 27, 2015
    • $58.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 27
      Accounts
    • $2.1M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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