Meet the Investment Team TJ Walk
Wealth Advisor
TJ Walk is a wealth advisor serving Salt Lake City and Tooele. He has been with Mountain America Investment Services since 2017. TJ specializes in wealth accumulation and enhancement strategies, risk mitigation and retirement preparation and planning.
He started working in the financial industry in 2011 and was an associate wealth advisor at a private wealth management firm from 2013 to 2017. TJ received an economics degree from the University of Utah in 2012.
During his free time, TJ enjoys attending local sporting events, golfing, being outdoors and spending time with family. He lives in Salt Lake City with his wife.
Branches served
Salt Lake: Redwood RoadSalt Lake: 700 North
Stansbury Park: State Highway 36
Tooele: Main Street
CONDUCT BACKGROUND CHECK
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
