linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Charles Hurlow

Hurlow Wealth Management Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Charles Hurlow

John Charles Hurlow is an investment advisor representative with Hurlow Wealth Management Group, Inc. John has been in the industry for 24 years and is registered with the state of Indiana. John is a financial advisor who provides financial planning, portfolio management, and pension consulting services to individual clients, families, and businesses. John is also a board member of the Bloomington Economic Development Corporation.

Firm Information

John Hurlow is currently registered with Hurlow Wealth Management Group, Inc.. Hurlow Wealth Management Group, Inc. is an independent wealth management firm based in Bloomington, Indiana. They provide a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has a team of experienced professionals who are committed to helping their clients achieve their financial goals. They serve a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. The firm manages approximately $658 million in assets and has over 1,900 accounts.
Hurlow Wealth Management Group, Inc.

3925 HAGAN ST.

BLOOMINGTON, IN 47401

$658.11M

Assets Under Management

30

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Hurlow’s Registration & Firm History

IN

05/03/2016 - Present

Hurlow Wealth Management Group, Inc. (BLOOMINGTON IN)

IN

11/29/2002 - 05/03/2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMINGTON IN)

NY

04/02/1998 - 12/02/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if John Charles Hurlow is right for you?

Licenses & Designations

IA

Issued 09/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/03/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for John Charles Hurlow. Review regulatory record here.
Not sure if John Charles Hurlow is right for you?