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WALKER FINANCIAL SERVICES, INC.

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Company Details

Name: WALKER FINANCIAL SERVICES, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
Organization Date: 05 Jan 1995 (30 years ago)
Last Annual Report: 06 Feb 2025 (4 months ago)
Organization Number: 0340644
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 42101
City: Bowling Green, Hadley, Plum Springs, Richardsville
Primary County: Warren County
Principal Office: 2451 INDUSTRIAL DRIVE, BOWLING GREEN, KY 42101
Place of Formation: KENTUCKY
Authorized Shares: 1000

President

Name Role
Phillip A Walker President

Registered Agent

Name Role
PHILLIP A. WALKER Registered Agent

Vice President

Name Role
SUSAN WALKER Vice President

Director

Name Role
PHILLIP A. WALKER Director
SUSAN M. WALKER Director

Incorporator

Name Role
JAMES S. WEISZ Incorporator

Links between entities

Type:
Headquarter of
Company Number:
F17000005123
State:
FLORIDA

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001965479
Phone:
8774999255

Latest Filings

Form type:
13F-HR
File number:
028-23217
Filing date:
2025-05-01
File:
Form type:
13F-HR
File number:
028-23217
Filing date:
2025-01-15
File:
Form type:
13F-HR
File number:
028-23217
Filing date:
2024-10-09
File:
Form type:
13F-HR
File number:
028-23217
Filing date:
2024-07-15
File:
Form type:
N-PX
File number:
028-23217
Filing date:
2024-07-08
File:

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Insurance DOI ID 399255 Agent - Life Active 1996-08-02 - - 2026-03-31 -
Department of Insurance DOI ID 399255 Agent - Health Active 1996-08-02 - - 2026-03-31 -

Assumed Names

Name Status Expiration Date
TONY WALKER FINANCIAL Inactive 2024-09-18
YOUR MONEY MATTERS Inactive 2008-02-21
YOUR MONEY MATTERS, INC. Inactive 2007-08-15

Filings

Name File Date
Annual Report 2025-02-06
Annual Report 2024-03-04
Annual Report 2023-03-30
Annual Report 2022-03-10
Annual Report 2021-02-10

Trademarks

Serial Number:
97626053
Mark:
WHAT'S IN YOUR MAILBOX?
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2022-10-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
WHAT'S IN YOUR MAILBOX?

Goods And Services

For:
Financial planning for retirement; Financial consultation services, namely, advising others on investments, securities, annuities, life insurance, retirement and financial planning; Annuity services, namely, account and investment administration
First Use:
2022-12-11
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90693007
Mark:
NONE OF THIS IS REAL
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-05-06
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
NONE OF THIS IS REAL

Goods And Services

For:
Financial planning for retirement; Financial consultation services, namely, advising others on investments, securities, annuities, life insurance, retirement and financial planning; Annuity services, namely, account and investment administration
First Use:
2021-05-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90476924
Mark:
DON'T GET STUCK IN THE WRONG ANNUITY
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-01-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
DON'T GET STUCK IN THE WRONG ANNUITY

Goods And Services

For:
Financial planning for retirement; Financial consultation services, namely, advising others on investments, securities, annuities, life insurance, retirement and financial planning; Annuity services, namely, account and investment administration
First Use:
2020-12-26
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87562323
Mark:
DON'T GO BROKE IN RETIREMENT!
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2017-08-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
DON'T GO BROKE IN RETIREMENT!

Goods And Services

For:
Financial consultation services, namely, advising others on investments, annuities, retirement and financial planning
First Use:
2017-08-07
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87511624
Mark:
THREE HALVES OF LIFE
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2017-06-29
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
THREE HALVES OF LIFE

Goods And Services

For:
Financial consultation services, namely, advising others on investments, annuities, retirement and financial planning
First Use:
2010-01-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Sources: Kentucky Secretary of State