Gene Walter moved from his Crestwood, Kentucky Money Concepts office into the Money Concepts Bluegrass Region headquarters in December of 2010 to join in the formation of Guidance Capital Management Group. Guidance Capital is a seven person client focused advisory group that seeks to surpass our client’s expectations. Wealth brings opportunities and challenges, we bring clarity and confidence; is more than a vision, it’s what we work to achieve for our clients each and every day. We do this through comprehensive research and individual knowledge and experience in investment planning, estate planning, tax planning, and insurance planning.
Gene signed a professional baseball contract out of Eastern Kentucky University with the San Diego Padres in 1982. He pitched in the big leagues with the Padres, Mets, and Mariners as a left handed relief pitcher before retiring from baseball in May of 1993. He started his career as a financial advisor with Prudential Securities in October of 1993 obtaining advanced training in private money management and estate planning. Gene holds FINRA licenses Series 7, 65, along with a Series 24 Securities Principal license. He also has Life and Annuity licenses in Kentucky and various other states. Before moving to become an independent financial planner in 2004, Gene was a First Vice President of Investments at Stifel Nicolaus in Louisville. Gene serves on the Alternative Investment Committee and the Field Advisory Board for the Bluegrass Region. He has been a leader in researching and helping to establish working relationships with several independent money managers within the Bluegrass Region and Money Concepts.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Guidance Capital Management Group is an independent firm and not affiliated with Money Concepts