Bambrah Walker

Helping accomplished professionals and higher ed faculty & staff

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Summit Financial Group of Indiana Bambrah Walker She/Her
Lafayette, Indiana

Serving Clients Nationwide

Helping accomplished professionals and higher ed faculty & staff

Areas of Focus

  • Coaching
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Bambrah Walker.

"Success is peace of mind, which is the direct result of self-satisfaction in knowing you made the effort to become the best of which you are capable." ~John Wooden

The philosophy 'We are always striving for better by learning from yesterday and applying what we know today.' influenced my decision to join Summit. In essence, it emphasizes continuous progress. It portrays growth as a journey rather than a goal. I chose to pursue a career in the financial services industry later in life to use my practical approach and life experience to help others.

Summit's commitment to prioritizing clients' needs, wants, and wishes is the standard I value most. Relationships we cultivate with clients are more profound than their accumulated wealth. The pride and enjoyment our team takes in helping clients achieve their short- and long-term goals is why I keep coming to work. A team that is as invested in your success as you are essential.

My husband and I reside in White County and have four kids, which keeps us busy. They range from elementary age to one pursuing an Agricultural Sciences degree at Purdue University. When we find free time, we enjoy exploring new cities, camping, and the occasional motorcycle trip with friends. I believe the involvement of many strengthens the community, so I volunteer as a CASA for Tippecanoe County and the Lyn Treece Boys & Girls Club.

Affiliations

  • BBB Accredited Business

Primary Location

310 Ferry Street Lafayette, IN 47901

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

Offers Investment Management

Yes

About our Firm

Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering accomplished professionals and higher education faculty & staff expert financial advice. We're a fully transparent advisory firm that collaborates with you to create a custom financial plan to revolves around your wants, needs, and wishes in life. Our services include 401(k), 403(b), and 457(b) account management, investment management, retirement planning, and financial life planning.

Licensed in these states: Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota.

Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities. Summit Financial Group of Indiana is independent of Regulus Financial Group, LLC and Regal Investment Advisors.

Volunteer Experience

CASA for Tippecanoe County

Hobbies and Interests

  • Camping
  • Entertaining
  • Family
  • Motorcycling
  • Relaxing
  • Traveling
  • Volunteering

FINRA Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Couples
  • Dentists
  • Divorce
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • Government Employees
  • Healthcare Professionals
  • Investors
  • Living in Retirement
  • Military
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Single Women
  • Technology Professionals
  • Widow
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.