Timothy J Reagan
Investment adviser representative at Tony Walker Financial
19 yearsExperience
1 stateRegistered in
$373.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Tony Walker FinancialFeb 2022 to now
- Avantax Investment Services, Inc.Apr 2019 to Jan 2023
- Commonwealth Tax ProfessionalsDec 2018 to Feb 2022
- US BankSep 2007 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Tony Walker Financial
Legal name: Walker Financial Services, Inc.
$373.7MAssets managed
1,828Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7100697
- Firm CRD
- 145457