Corey Walen is an independent consultant that’s helped more than 600+ high-performing financial advisors explore and transition within the RIA, Independent, and B/D space. His experience is among the very best in the industry and he continues to maintain his edge through consistent education on the vast landscape and ever evolving marketplace to best serve his clients.
In 2019, in an effort to unbiasedly guide his clients on one of their most important career decisions, he joined Bridgemark Strategies due to its freedom and flexibility as an independent recruiting firm.
In an effort to help advisors cut through the noise and sales spin, Corey created the Firm Transitions YouTube channel along with the Firm Transitions podcast, both he maintains with weekly videos and recordings intended to answer common questions asked throughout the transition process. He uses each of these platforms to also help debunk misconceptions that often run rampant throughout the industry, and most fun, he’s had the opportunity to include interviews with some of the top minds in the financial advisory world.
Prior to becoming an independent consultant and Managing Partner at Bridgemark Strategies, Corey was a top producing recruiter at two of the largest broker dealers in the country, LPL and Ameriprise.
Away from the office Corey enjoys golfing, hiking and Clemson Football. Corey has a Bachelors of Business Management from Clemson University. He and his wife Elizabeth are raising their two beautiful kids, Madeline and Connor along with Gus (goldendoodle) in Charlotte, NC.
