EK
CFP
EK
CFP

Erick Kirkman

27 Years of Experience
Poplar Bluff, MO
Broker

Erick Kirkman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Poplar Bluff, MO, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2102 Shelby Rd Ste 1, Poplar Bluff, MO, 63901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erick operates his LPL business under the DBA Kissinger + Kirkman Investment Centre and owns Erick V. Kirkman Investments LLC for legal protection and tax benefits. He also facilitates the Dave Ramsey Financial Peace University course for local church groups, dedicating minimal time, and owns Raider Commons of Poplar Bluff, LLC, a real estate rental business.

Employment History
Current Registrations
LPL Financial LLC
November 2006 - Present · 19 yrs 10 mos
LPL Financial LLCBroker
November 2006 - Present · 19 yrs 10 mos
Previous Registrations
Edward Jones
February 1999 - November 2006 · 7 yrs 9 mos
Edward JonesBroker
September 1998 - November 2006 · 8 yrs 2 mos
State Registrations39 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.