Advisor at Tony Walker Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tony Walker Financial
Location
Bowling Green, KY 42101
Credentials
Series 65
Industry experience
5 years
Wesley Walker is a Series 65 licensed advisor with Tony Walker Financial in Louisville, KY, bringing five years of industry experience. His prior roles include work at Thryv and Orangetheory Fitness. He is also an independent licensed insurance agent in Lexington, KY, holding life and health licenses. Tony Walker Financial serves individuals, including high-net-worth clients, and some businesses by providing investment management and integrated financial planning. The firm employs a discretionary investment approach using fundamental analysis, charting, and long-term purchase strategies, and offers insurance products alongside its advisory services.
Based on Tony Walker Financial
$0 - $49,999.99: 1.25% $50,000 - $499,999.99: 0.8% $500,000 - $999,999.99: 0.6% $1,000,000+: 0.4%
Commission ranges for insurance products: fixed annuities 1% to 10% of initial premium; long-term care and life insurance 30% to 100% of first year premium; renewal commissions 2% to 10% of renewal premium; 1% annual contract fee for registered index-linked annuities.
Account minimum: $50,000
2451 Industrial Drive
Bowling Green, KY 42101
Indiana · Kentucky · Texas
Walker Financial Services, Inc.
2020 - Present (6 years)
Walker Financial Services, Inc.
2020 - Present (6 years)
Thryv
2019 - 2019 (1 year)
Orangetheory Fitness
2018 - 2019 (1 year)
Nuhealth
2016 - 2017 (1 year)
Full Time Student
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bowling Green, KY
Trella Wealth
PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.
Series 65
Bowling Green, KY
Dollars & Sense Financial Fitness
CFP®
Smiths Grove, KY
Avant-Garde Wealth
Series 65
Bowling Green, KY
Hinton Financial
Series 63, Series 65
Bowling Green, KY
Hinton Financial
Series 63, Series 65
Bowling Green, KY
Tony Walker Financial
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