Broker Check


John Walters

I approached becoming an investment advisor from my personal experiences involving my business and personal investments over three decades. This has guided me to construct a practice where investors are best served when their advisor has one agenda -- theirs!


  • Investment Services, LLC -- formed July 2016
  • Wells Fargo Advisors, LLC (Wachovia Securities & A.G. Edwards) -- August 2008 to July 2017
  • Cooper, Malone, McClain, Inc -- June 2007 to August 2008
  • Securities Licenses -- Series 7, 63, 66


  • University of Illinois -- MS Civil Engineering, 1971
  • University of Notre Dame -- BS Civil Engineering & Geology, 1967


  • Chartered Retirement Planning Counselor -- College of Financial Planning
  • Fundamental Choice Portfolio Manager -- Wells Fargo Advisors, LLC

Ann Dudek

I started in the financial services industry at A.G. Edwards and continued through Wells Fargo Advisors with experience in account opening and maintenance, compliance, and administrative functions. I serve on the front lines of the office and act as the direct link to clients, answering their questions and assisting  with general needs. My business experience with marketing and engineering companies adds to the resources Investment Services comprises.