Unclaimed Profile

John Charles Hurlow

HURLOW WEALTH MANAGEMENT GROUP, INC.·BLOOMINGTON, Indiana

SIE, Series 7, Series 9, Series 10, Series 63, Series 6527 years registeredHURLOW WEALTH MANAGEMENT GROUP, INC.

3925 HAGAN ST., BLOOMINGTON, IN 47401CRD# 2882302Firm CRD# 282587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Charles Hurlow · BLOOMINGTON, IN

Registration

CRD #2882302 · HURLOW WEALTH MANAGEMENT GROUP, INC. · 27 years registered

Brand Profile

Not yet started

Career History

HURLOW WEALTH MANAGEMENT GROUP, INC.

May 2016 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nov 2002 – May 2016

BLOOMINGTON, IN

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 1999 – Dec 2002

BLOOMINGTON, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · January 20, 1999

Years registered · 27

Disclosure History

2012Customer Dispute·Denied

2008Customer Dispute·Settled

2004Customer Dispute·Closed-No Action

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HURLOW WEALTH MANAGEMENT GROUP, INC.

CRD 282587 · SEC 801-107700

AUM

$560M

Regulatory assets under management

Employees

1,729 client accounts

Services offered by HURLOW WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HURLOW WEALTH MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does John Charles Hurlow offer?

John Charles Hurlow specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Indiana for a consultation.

What are John Charles Hurlow's credentials?

John Charles Hurlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Charles Hurlow located?

John Charles Hurlow is based in BLOOMINGTON, Indiana, working with HURLOW WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does John Charles Hurlow charge for services?

John Charles Hurlow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HURLOW WEALTH MANAGEMENT GROUP, INC.?

HURLOW WEALTH MANAGEMENT GROUP, INC. has approximately 12 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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