Erick Kirkman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Poplar Bluff, MO, with 28 years of industry experience. Erick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
2102 Shelby Rd Ste 1, Poplar Bluff, MO, 63901
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Regulatory History
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.
Learn about disclosures →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
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations41 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.
Exams
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