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Fiona Waller

Financial Professional at Childfree Wealth

Lake Forest, ILCRD #7971729
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Fiona Waller is a financial professional associated with Childfree Wealth in Lake Forest, IL, where they have been associated since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/11/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Childfree WealthCurrent
8/13/2024 – Lake Forest, IL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Childfree Wealth

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Lake Forest, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fiona Waller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Fiona Waller (Childfree Wealth) - Fees & Credentials