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Bradley K. Walton is
President of Signature Advisors Group and Signature Financial Services. Mr.
Walton is licensed as a Certified Public Accountant (CPA), General Securities
Representative (Series #7), General Securities Principal (Series #24),
Investment Advisor Representative (Series #65), Insurance Producer, and
Registered Investment Advisor (RIA). He also holds designations as an AICPA
Personal Financial Specialist (PFS), Certified Financial Planner (CFP®),
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and
Certified Family Business Specialist (CFBS).
A Bronze Tablet graduate
of the University of Illinois, Mr. Walton received the AICPA's Elijah Watts
Sells award in 1984. Prior to joining Signature Advisors Group, Mr. Walton
practiced in the areas of income tax, estate and personal financial planning
with a "Big Five" firm, another major national accounting firm, and as a sole
practitioner.
Licensed as a continuing
education provider by the National Association of State Boards of Accountancy,
Mr. Walton has addressed numerous industry groups and professional associations
including the Illinois and Oklahoma CPA Societies, Independent Accountants
Association of Illinois, and the Chicago and Illinois Association of Life
Underwriters. He is the author of the column, “Money’s Worth,” for Insight
Magazine. He has been quoted in, and his articles have been published in
various local and national publications, and he is a contributing author of the
Life Insurance Answer Book. He has also appeared numerous times on
television advising on tax, investment, and financial planning topics.
Mr. Walton is active in several professional and industry organizations. He has
served on various technical and leadership committees, including the AICPA Trust
Estate & Gift Tax Committee, AALU Business and Estate Planning Committee, Family
Business Association of Illinois Board of Directors, and Illinois CPA Society
Estate Tax, Tax Executive, Consulting Services, Public Service, and Personal
Financial Planning Committees. He has also served as Chairman of the Personal
Financial Planning, Investment Management Services and various technical
conference committees of the Illinois CPA Society
Certified Financial Planner Board of
Standards Inc. owns the certification marks CFP®
and CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully
complete initial and ongoing certification requirements. |