Carl William Jurgens
Investment adviser representative at Tony Walker Financial
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Tony Walker FinancialMar 2020 to now
- Walker Financial Services, Inc.Apr 2017 to now
- Worryfree, Inc.Apr 2017 to now
- Dick's Sporting GoodsAug 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, TX).
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
- 7236651
- Firm CRD
- 145457