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Carl William Jurgens

WALKER FINANCIAL SERVICES, INC.·BOWLING GREEN, Kentucky
Clean recordWALKER FINANCIAL SERVICES, INC.
2451 INDUSTRIAL DRIVE, BOWLING GREEN, KY 42101CRD# 7236651Firm CRD# 145457

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl William Jurgens · BOWLING GREEN, KY
Registration
CRD #7236651 · WALKER FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl William Jurgens is a registered financial advisor based in BOWLING GREEN, Kentucky, affiliated with WALKER FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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Firm Overview

Firm
WALKER FINANCIAL SERVICES, INC.
TONY WALKER FINANCIAL
AUM
$239M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at WALKER FINANCIAL SERVICES, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7236651
Firm CRD# 145457
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carl William Jurgens offer?
Carl William Jurgens specializes in Investment Management, Fee-Only Advisory. Contact their office in BOWLING GREEN, Kentucky for a consultation.
What are Carl William Jurgens's credentials?
Carl William Jurgens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl William Jurgens located?
Carl William Jurgens is based in BOWLING GREEN, Kentucky, working with WALKER FINANCIAL SERVICES, INC.. Their office serves clients in the BOWLING GREEN metropolitan area and surrounding communities.
How does Carl William Jurgens charge for services?
Carl William Jurgens's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALKER FINANCIAL SERVICES, INC.?
WALKER FINANCIAL SERVICES, INC. has approximately 14 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALKER FINANCIAL SERVICES, INC.

Phillip Anthony Walker
BOWLING GREEN, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
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Research
Advisor Fees in KentuckyNational Fee Analysis
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