Skip to content
Christel Walker, portrait

Christel Walker

Principal/Wealth Management Advisor/Member at Navigo Wealth Management

Investment adviser registrationUpdated

Christel Walker is Principal/Wealth Management Advisor/Member of Navigo Wealth Management, LLC, a investment adviser managing $130M. Christel Walker has been registered as an investment adviser representative through Navigo Wealth Management since 28 April 2016, has 18 years in the industry across 4 firms and has passed the Series 7 and Series 66.

18
Years in industry
10
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Christel Walker has been Principal/Wealth Management Advisor/Member of Navigo Wealth Management since April 2016, is not listed as a control person, but directly owns between 10% and 25% of the firm. Christel Walker holds a Bachelor of Science in Interdisciplinary Studies from Oklahoma Christian University.

Navigo Wealth Management, LLC is a firm with $130M under management, 155 clients and 6 advisers across 6 offices, as of its April 2026 filing.

Christel Walker is Principal of Navigo Wealth Management and has been a Wealth Management Advisor with the firm since the spring of 2016. She has over 16 years of experience in the financial services and wealth management industry. Since 2008 she advanced from Client Associate to Registered Financial Associate at previous firms.

Christel Walker’s longest registration is the current one, 10 years at Navigo Wealth Management since 2016. Before joining Navigo Wealth Management in 2016, Christel Walker was registered through RBC Capital Markets, LLC and Wells Fargo Advisors, LLC.

  1. – present · 10 years
    Adviser representative · Firm CRD 146265
  2. RBC Capital Markets, LLC
    – · 1 year
    Sugar Land, TX · Adviser representative · Firm CRD 31194
  3. Wells Fargo Advisors, LLC
    – · 3 years
    Missouri City, TX · Adviser representative · Firm CRD 19616
  4. Wells Fargo Investments, LLC
    – · 2 years
    Houston, TX · Adviser representative · Firm CRD 10582

Credentials and registrations

Professional designations

Listed by Navigo Wealth Management

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Christel Walker is registered as an investment adviser representative in Texas, since April 2016.

  • TexasSince 28 April 2016

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6622 April 2008
Name
Uniform Combined State Law Examination
Series 74 March 2008
Name
General Securities Representative Examination

Key facts

Full name
Christel Lee Walker
CRD
5476319
Firm
Navigo Wealth Management · CRD 146265
Role
Principal/Wealth Management Advisor/Member
Registration
Investment adviser registration
In the industry since
May 2008
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Christel Walker work?

Christel Walker has been Principal/Wealth Management Advisor/Member of Navigo Wealth Management, LLC since April 2016.

Source: Form ADV, Schedule A, filed 20 April 2026

Is Christel Walker a financial advisor?

Yes. Christel Walker has a current investment-adviser registration in Texas, through Navigo Wealth Management since April 2016.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Christel Walker have?

Christel Walker has 18 years in the financial industry, since May 2008, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Christel Walker passed?

Christel Walker has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2008. FINRA credited Christel Walker with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Christel Walker work before Navigo Wealth Management?

Before Navigo Wealth Management, Christel Walker was registered through RBC Capital Markets, LLC, May 2014 to April 2016; Wells Fargo Advisors, LLC, January 2011 to May 2014; Wells Fargo Investments, LLC, April 2008 to January 2011.

Source: IAPD individual record, checked 22 October 2026

Is Christel Walker registered with FINRA?

No. Christel Walker has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Christel Walker a CFP?

Navigo Wealth Management lists Christel Walker with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Christel Walker, CFP® biography, navigowealth.com

How can I verify Christel Walker’s record?

Search CRD 5476319 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christel Walker’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Navigo Wealth Management

Sources

  1. IAPD individual record, CRD 5476319, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Navigo Wealth Management, LLC, filed 20 April 2026. Title, control and ownership bands.
  3. Navigo Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.