Jerry Kirkpatrick is a registered investment advisor, based in Centerville, IA, with 29 years of industry experience.
Location
101 W. Van Buren, Centerville, IA, 52544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerry is a partner at an accounting/tax firm and involved in various real estate rental and farm operations. He also serves on the board of several non-profit organizations and a community college, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
Sunamerica Securities, INC.Broker
Hochman & Baker Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.