AB
Anne Bookwalter Walsh
CRD 2671132
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Guggenheim Partners Investment Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Guggenheim Partners Investment Management, Llc
Managing Partner, Chief Investment Officer, Guggenheim Partners Investment Management · Less than 5% · Dec 2024
-
Guggenheim Wealth Solutions, Llc
Managing Partner, Chief Investment Officer, Guggenheim Wealth Solutions, Llc · Less than 5% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗