Broker Check
800-822-3642
info@exemplarfn.com
Client Login

Our Process

We help our clients pursue their financial goals through thoughtful financial planning, diligent exploration, independent advice, and exemplary service.

Learn more

Our Mission

We strive, as a team, to build meaningful relationships with our clients. Our clients' financial goals are our first priority.

Learn more
Meet our Team

Meet our Team

Meet the people helping you pave your path to financial freedom.

Meet Us
LPL Research YouTube Channel

LPL Research YouTube Channel

Hear more about the LPL Financial Research team's insights.

Watch Now
Complementary Booklet

Complementary Booklet

"7 Common and Avoidable Retirement Mistakes" highlights the pitfalls that could prevent you from achieving your financial dreams.

Request your copy at the form below!

Learn more
Client Login

Client Login

Click the button below to access your AccountView 2.0 login.

Account View 2.0

Begin Your Exemplar Experience

Thank you!
Oops!

The Walworth Team

Heidi L. Alten, AIF

Heidi L. Alten, AIF

Wealth Advisor

800-822-3642 ext. 126

Jacob A. Ries, AIF

Jacob A. Ries, AIF

Wealth Advisor

800-822-3642 ext. 136

Alyssa Erickson

Alyssa Erickson

Client Services Director

800-822-3642 ext.146

Amber DeVault

Amber DeVault

Administrative Assistant

800-822-3642 ext. 150