Backert-Walker Financial Group - Hilliard Lyons - Louisville, KY
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Tony Backert, CWA®, AAMS®
Financial Consultant
Vice President

Address:10200 Forest Green Blvd
Suite 500
Louisville, KY  40223
  
Phone:(800) 230-0790
(502) 426-0790
  
Fax:(502) 426-0865
  
Email:tbackert@hilliard.com

Education & Awards

  • University of Louisville
    AASME, 1981
    Louisville, KY

  • Chartered Wealth Advisor®
    Curriculum offered through The
    Academy of Multidisciplinary
    Practice and accredited by the
    Estate and Wealth Strategies
    Institute at Michigan State
    University
  • Series 7 - General Securities
    Registered Representative

  • Series 66 - Uniform State Exam & Investment Advisory Agent

  • Insurance License: Life, Health & Annuities
  • The Accredited Investment Fiduciary® (AIF®) designation is awarded to individuals who have completed formal training in investment fiduciary responsibility. The designation is awarded by the Center for Fiduciary Studies and is accredited by the University of Pittsburgh's Center for Executive Education.
Organizations & Associations
  • Cerebral Palsy School/Mattingly
    Center (Board of Directors)

  • Metrobon Kiwanis (Member)
  • Collegiate Football Official
    (Sun Belt Conference)

  • Kentucky Derby Festival
    Thorobred (Member)

  • Motivational Speaker
    (4th and Life Program)

  • Greater Louisville Networking
    (Member)

  • University of Louisville
    Alumni Association (Member)

  • Saint Xavier High School
    Alumni Association (Member)

  • Big Brothers/Big Sisters
    (Member)


Background & Experience
  • 2004 - Present:
    Hilliard Lyons

    • Financial Consultant
    Louisville, KY
  • 1993 - 2004:
    Regal Industries

    • Vice President
    Louisville, KY
  • 1985 - 1993:
    Allied Tools Inc.

    • Vice President
    Louisville, KY
  • 1981 - 1985:
    General Electric

    • Project Engineer & Manager
    Louisville, KY


Registrations:

This Financial Consultant is registered in the following state(s): CA, FL, IL, IN, KY, MO, NC, NY, OH, TX, VA, WA

Bradley J. Walker, CWA®
Financial Consultant
Vice President

Address:10200 Forest Green Blvd
Suite 500
Louisville, KY  40223
  
Phone:(800) 230-0790
(502) 426-0790
  
Fax:(502) 426-0865
  
Email:bwalker@hilliard.com

Education & Awards

  • Arizona State University, W.P.
    Carey School of Business

  • Chartered Wealth Advisor®
    Curriculum offered through The
    Academy of Multidisciplinary
    Practice and accredited by the
    Estate and Wealth Strategies
    Institute at Michigan State
    University

  • The Accredited Investment Fiduciary® (AIF®) designation is awarded to individuals who have completed formal training in investment fiduciary responsibility. The designation is awarded by the Center for Fiduciary Studies and is accredited by the University of Pittsburgh's Center for Executive Education.
  • Series 7 - General Securities Registered Representative

  • Series 65 - Registered Investment Advisor Representative

  • Insurance License: Life, Health & Annuities
Organizations & Associations
  • New Hope Services Inc.
    Board of Director / Finance
    Committee Member


Background & Experience
  • 2002 - Present:
    Hilliard Lyons

    • Financial Consultant
    Chartered Wealth Advisor®
    Louisville, KY
  • 1998 - 2002:
    Smith Barney

    • Investment Advisor
    San Francisco, CA
  • 1995 - 1998:
    Sun America Inc.

    • Internal Wholesaler / Annuity Marketing
    Los Angeles, CA


Registrations:

This Financial Consultant is registered in the following state(s): AZ, CA, FL, GA, IL, IN, KY, MA, MI, MO, NC, NE, NM, NV, NY, OH, TX, VA, WA, WI

William S. Fuller
Financial Consultant

Address:10200 Forest Green Blvd
Suite 500
Louisville, KY  40223
  
Phone:(800) 230-0790
(800) 230-0790
  
Fax:(502) 426-0865
  
Email:bfuller@hilliard.com

Education & Awards

  • University of Louisville
    Bachelor of Science in Business Administration, Finance

  • Series 7 - General Securities
    Registered Representative

  • Series 6 - Investment Company and Variable Contracts Products Representative

  • Series 63 - Uniform Securites Agent
  • Insurance License: Life, Health & Annuities
  • The Accredited Investment Fiduciary® (AIF®) designation is awarded to individuals who have completed formal training in investment fiduciary responsibility. The designation is awarded by the Center for Fiduciary Studies and is accredited by the University of Pittsburgh's Center for Executive Education.

Background & Experience
  • 2008 - Present:
    Hilliard Lyons
    Financial Consultant
    Louisville, KY

  • 2003 - 2008:
    TIAA-CREF
    Sr. Individual Consultant
    Louisville / Lexington, KY

  • 1998 - 2003:
    APB Energy
    Gas Daily Manager
    Louisville, KY


Registrations:

This Financial Consultant is registered in the following state(s): CA, FL, IN, KY, MO, NC, NY, OH, TX, VA, WA


©2012 HILLIARD LYONS. All Rights Reserved.02/11/2012

J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854

Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 

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