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Carl William Jurgens

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

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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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
No disclosures on file
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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Nearby cities in Kentucky
LOUISVILLE (242)LEXINGTON (106)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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