JH
John C. Hurlow
HURLOW WEALTH MANAGEMENT GROUP
Bloomington, IN 47401
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CRD#: 2882302
JH
Professional summary
John Charles Hurlow, AIF®, CPWA® is a registered financial advisor currently at HURLOW WEALTH MANAGEMENT GROUP, INC. located in Bloomington, Indiana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
HAGAN STREET LLC, INVESTMENT RELATED, BLOOMINGTON, IN. CO-OWNER, START: 7/24/2004, 2 HOURS/MONTH, COMMERCIAL RENTAL PROPERTY H&C Real Estate Holding, LLC; not investment related; 3925 Hagan Street, Suite 300, Bloomington, IN 47401; purchase and development of real-estate; Partner; 5 hours per month; no hours during securities trading hours; development of real-estate property to be leased to Hurlow Wealth Management Group, Inc. BLOOMINGTON ECONOMIC DEVELOPMENT CORPORATION; NOT INVESTMENT RELATED; 1720 N KINSER PIKE #001, BLOOMINGTON IN 47404; GOVERNANCE OF THE ECONOMIC DEVELOPMENT EFFORTS IN BLOOMINGTON AND MONROE CO.; BOARD MEMBER; SEPTEMBER 21, 2022; LESS THAN 5 HOURS PER MONTH; NO HOURS DURING SECURITIES TRADING HOURS; ASISST IN THE CREATION OF CONDITIONS THAT ENABLE OUR NEIGHBORS TO ACHIEVE INDIVIDUAL AND ECONOMIC POTENTIAL BY ADVANCING ECONOMIC DEVELOPMENT STRATEGY AND COLLABORATION; ENTREPRENEURIAL ACTIVITY; AND ACTIVE BUSINESS RETENTION, EXPANSION AND ATTRACTION EFFORTS TO GROW QUALITY JOBS AND LOCAL INVESTMENT. Community Justice & Mediation Center; not investment related; 205 S. Walnut St. #16, Bloomington, IN 47404; mediation services for those who can not afford mediators; Board Member; October 1, 2025; 2 hours per month; no hours during securities trading hours; providing mediation services for those who can not afford mediators in situations such as neighbor and landlord disputes.
CRS (Client Relationship Summary) - RIA
Click below to view John Charles Hurlow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2016-03-02
Expire date: 2024-01-31
Experience
Current
May 3, 2016 - Present
HURLOW WEALTH MANAGEMENT GROUP, INC.
Office #1: 3925 Hagan St. Suite 300, Bloomington, IN 47401RIA
CRD#: 282587
Bloomington, IN
Past
November 29, 2002 - May 3, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
BLOOMINGTON, IN
Past
November 29, 2002 - May 3, 2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
BLOOMINGTON, IN
Past
January 20, 1999 - December 2, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BLOOMINGTON, IN
Past
April 2, 1998 - December 2, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - (5/2/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(5/4/2016)
IAR
Texas(5/3/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
HURLOW WEALTH MANAGEMENT GROUP, INC.
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587 / SEC#: 801-107700
RIA
Registered Investment Advisory firm - (5/2/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3925 Hagan St. Suite 300, Bloomington, IN 47401
Mailing Address
Phone number
(812) 333-4726
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 658,110,847 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD#: 282587Bloomington, IN 47401TRUST BUT VERIFY
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