CRD: 145457
Tony Walker Financial
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2010
- Office Locations
- 2
Office Locations
About Tony Walker Financial
Tony Walker Financial is a Kentucky/Southern Indiana retirement-focused advisory firm helping individuals turn 401(k)s into retirement income through financial planning, income planning, and investment management. The team includes tax specialists and dedicated trading/new-business support. Compensation is disclosed as tiered management fees plus commissions. Strong local reach via the WorryFree Retirement TV/radio show and a weekly podcast; custodies with Schwab.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILLIP ANTHONY WALKER
DIRECTOR, Partner, President
- CRD
- #1903416
- Ownership
- 75% or more
Carl William Jurgens
Chief Compliance Officer, Financial Advisor
- CRD
- #7236651
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Heather Anne Hughes
Financial Advisor, General Partner
- CRD
- #6864936
Timothy J Reagan
Fiduciary & Financial Advisor
- CRD
- #7100697
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $373,667,468 | $135,682 |
| Non-Discretionary | $0 | -- |
| Total | $373,667,468 | $135,682 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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