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Carl William Jurgens

WALKER FINANCIAL SERVICES, INC.·BOWLING GREEN, Kentucky
Series 65Clean record6 years registeredWALKER 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. · 6 years registered
Brand Profile
Not yet started
01

Career History

TONY WALKER FINANCIAL
Mar 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 12, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WALKER FINANCIAL SERVICES, INC.
CRD 145457 · SEC 801-120466
AUM
$239M
Regulatory assets under management
Employees
14
2,475 client accounts
Services offered by WALKER FINANCIAL SERVICES, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WALKER FINANCIAL SERVICES, INC. →
Introduction

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05

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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Research
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