WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
Legal name: WALKER FINANCIAL ADVISORS INC
CRD #106268 SEC #801-113658 MISSION VIEJO, CA 949-367-1961
SEC Registered
Total AUM
$216M
Discretionary
$186.9M
Employees
4
Clients
25
Accounts
354
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | VICE PRESIDENT, CCO | NA | Control |
| ISENBERG, WARREN, BOYD | I | VICE PRESIDENT, CCO | NA | Control |
| ISENBERG, WARREN, BOYD | I | VICE PRESIDENT | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISENBERG, WARREN, BOYD | I | PRESIDENT & CCO | NA | Control |
| ISENBERG, WARREN, BOYD | I | PRESIDENT & CCO | NA | Control |
| ISENBERG, WARREN, BOYD | I | PRESIDENT & CCO | NA | Control |
| ISENBERG, WARREN, BOYD | I | PRESIDENT & CCO | NA | Control |
| ISENBERG, WARREN, BOYD | I | PRESIDENT & CCO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER, SCOTT, DOUGLAS | I | CHAIRMAN & CEO | NA | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER FAMILY TRUST DATED 08/14/1996 | DE | REVOCABLE LIVING TRUST | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
| WALKER, SCOTT, DOUGLAS | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
| WALKER, SCOTT, DOUGLAS | I | WALKER FAMILY TRUST DATED 08/14/1996 | E | Control |
Registrations
Federal
IA
Jun 30, 2025 REGISTERED
Notice Filings (1)
CA
Address
27201 PUERTA REAL, SUITE 465MISSION VIEJO, CA 92691
United States
Phone: 949-367-1961