John
Hurlow

Hurlow Wealth Management Group, Inc

CRD#2882302
Investment Advisor
in Bloomington, IN

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About this Advisor

John Hurlow is a financial advisor based in Bloomington, Indiana, working with Hurlow Wealth Management Group, Inc. John has previously held positions at Wells Fargo Advisors Financial Network LLC, Hurlow Wealth Management Group, Inc, and Hurlow Wealth Management Group. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana and Texas. Currently, John is part of Hurlow Wealth Management Group, Inc, which operates out of Bloomington, Indiana. The firm has 1 office and 12 employees. The firm manages assets totaling $559.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hurlow Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3925 Hagan St. Suite 300
Bloomington, IN 47401

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Hurlow Wealth Management Group, Inc Brokerage Details

Total Assets Under Management

$559,861,264

IN Average: $1,347,246,178
Total Number of Employees

12

IN Average: 46
Total Number of Accounts

1,729

IN Average: 1,775
Average Account Size

$323,806

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Hurlow Work History

2019 - Present (6 years)

Hurlow Wealth Management Group

2016 - 2019 (3 years)

Hurlow Wealth Management Group, Inc

2009 - 2016 (7 years)

Wells Fargo Advisors Financial Network LLC

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Disclosures

Please visit the SEC profile of John Hurlow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hurlow Wealth Management Group, Inc

Eldon Mccabe
Bloomington, IN
Theresa Claire Kest
Bloomington, IN
Michael Carson
Bloomington, IN
Dawnetta Cooper
Bloomington, IN
Derek Grimmer
Bloomington, IN
John Hurlow
Bloomington, IN
Joseph Manley
Bloomington, IN
Gordon Nesbit
Bloomington, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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