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Kirk Darnell

LPL Financial LLC
20 Years of Experience
Tulsa, OK
1 DisclosureBroker
View SEC Summary
View SEC Summary

Kirk Darnell is a registered investment advisor at LPL Financial LLC, based in Tulsa, OK, with 20 years of industry experience. Kirk 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6555 S Lewis Ave, Tulsa, OK, 74136

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kirk operates under several DBAs for his LPL business, including Members Financial Services, Energy One Retirement & Investment Services, and WEOKIE Financial Group. He dedicates more than full-time hours to these activities, specifically 200 hours per month, with 180 hours during securities trading.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2022 - Present · 4 yrs 5 mos
LPL Financial LLC
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
January 2022 - May 2022 · 4 mos
CUNA Brokerage Services, INC.Broker
December 2021 - May 2022 · 5 mos
Fbl Marketing Services, LLCBroker
May 2021 - July 2021 · 2 mos
Allstate Financial Services, LLCBroker
September 2017 - June 2019 · 1 yr 9 mos
Allstate Financial Advisors, LLC
September 2017 - June 2019 · 1 yr 9 mos
Morgan Stanley
April 2016 - August 2017 · 1 yr 4 mos
Morgan StanleyBroker
April 2016 - August 2017 · 1 yr 4 mos
Edward Jones
September 2014 - April 2016 · 1 yr 7 mos
Edward JonesBroker
May 2014 - April 2016 · 1 yr 11 mos
MML Investors Services, LLCBroker
February 2014 - May 2014 · 3 mos
Nylife Securities LLCBroker
January 2013 - December 2013 · 11 mos
Woodmen Financial Services, INC.Broker
March 2011 - December 2012 · 1 yr 9 mos
Metlife Securities INC.Broker
October 2007 - April 2011 · 3 yrs 6 mos
Farmers Financial Solutions, LLCBroker
March 2006 - September 2006 · 6 mos
Nylife Securities INC.Broker
October 2005 - December 2005 · 2 mos
Equitrust Marketing Services, LLCBroker
January 2002 - October 2005 · 3 yrs 9 mos
State Registrations27 states
ALARCACOFLGAIAIDILKSMDMNMOMSMTNCNJNYOKORPASCTNTXVAWAWV
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.
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