Carl
Jurgens
Tony Walker Financial
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About this Advisor
Carl Jurgens is a financial advisor operating in Bowling Green, Kentucky with 3 years of relevant experience. Jurgens is an advisor for Tony Walker Financial. During their career, Jurgens has held roles at Green Diamond Gallery, Beacon Orthopaedics & Sports Medicine, Dick'S Sporting Goods, Walker Financial Services, Inc and Worryfree, Inc. Jurgens holds a Series 65 license, designating them as an investment advisor representative, and is able to operate in Indiana, Kentucky and Texas. Tony Walker Financial is a firm based in Bowling Green, KY. The company has offices in two locations and a total of 12 advisors. It handles $190 million in assets under management across its 2,217 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,217 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm offers portfolio management for individuals and small businesses. Financial management fee schedules typically depend on the type of services. Fees charged by Tony Walker Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tony Walker Financial Brokerage Details
$189,775,440
12
2,217
$85,600
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Carl Jurgens Work History
Carl has been registered as a financial advisor for 3 years.*
Walker Financial Services, Inc
Worryfree, Inc
Dick'S Sporting Goods
Beacon Orthopaedics & Sports Medicine
Green Diamond Gallery
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Jurgens 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 Tony Walker Financial
Bowling Green, KY
Louisville, KY
Bowling Green, KY
Bowling Green, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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