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Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.
Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.
Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.
30+ Years of Experience
Senior Wealth Advisor
IPC Securities Corporation
Chase Walker, Bcomm, CFP®, CIM®
Financial Planner
IPC Investment Corporation
Chad Urschel, CFP®
We've trusted Chase with managing our investments for over 10 years and couldn't be happier. Over the years Chase has customized his advice and resources as our specific needs changed, making for a successful and exciting financial journey. Chase is approachable, caring and provides excellent advice, leaving us feeling secure and confident with our finances.
I trust Chad and his team to make sure my money is working hard, I am not paying more tax than needed and my finances are in order.
We have been clients of KLM for well over 15 years, with Chase managing our investments for the past decade. Throughout various market fluctuations, we've been consistently pleased with the performance of our retirement investments under KLM's guidance. Chase has always been attentive to our needs, and interactions with the office staff are both prompt and efficient. As we transition into retirement, we are confident that Chase will continue to be an invaluable advisor, helping us navigate our spending years with the same expertise and care we've come to rely on.
I have been with KLM financial for several years now. Chad Urschel currently manages my portfolio, and I am very pleased with its performance. I really appreciate how approachable Chad is, and how he keeps in contact with me regarding investment strategies. I feel fortunate to have Chad in my corner through my retirement.
For advice that makes a difference