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Advisers in Bowling Green, KY

2 advisers in Bowling Green — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Journey Financial Management, LLC701 Dishman Ln, Suite 2 · Bowling Green, KY 42104 · (270) 883-1662 · Financial planningCRD 153404 · % of assets, Hourly charges, Fixed fees · $57.9 million AUMState registeredNo commissions reportedTony Walker Financial2451 Industrial Drive · Bowling Green, KY 42101 · (270) 843-9380 · Financial planningCRD 145457 · % of assets · $373.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Bowling Green? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.