WALKER FINANCIAL SERVICES, INC.
Legal name: TONY WALKER FINANCIAL
CRD #145457 SEC #801-120466 BOWLING GREEN, KY 270-843-9380
SEC Registered
Total AUM
$312.8M
Discretionary
$312.8M
Employees
17
Clients
--
Accounts
2,711
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jurgens, Carl, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
| WALKER, PHILLIP, ANTHONY | I | PRESIDENT/DIRECTOR | E | Control |
Registrations
Federal
IA
Jun 9, 2025 REGISTERED
Notice Filings (7)
FL IN KY LA NC TN TX
Address
2451 INDUSTRIAL DRIVEBOWLING GREEN, KY 42101
United States
Phone: 270-843-9380