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TONY WALKER FINANCIAL
WALKER FINANCIAL SERVICES, INC.
CRD 145457 · SEC 801-120466
2451 INDUSTRIAL DRIVE, BOWLING GREEN, KY, 42101, United States
Phone
270-843-9380
Fax
270-843-0988
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$373.7M
Discretionary AUM
$373.7M
Team
17 total employees; 4 advisory reps; 250 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1772 | $331.0M |
| High net worth individuals | 56 | $42.7M |
States served
IN, KY, LA, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD