KD
KD

Kirk Darnell

20 Years of Experience
Muskogee, OK
1 DisclosureBroker

Kirk Darnell is a registered investment advisor at LPL Financial LLC, based in Muskogee, OK, with 20 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

1910 West Shawnee, Muskogee, OK, 74401

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History

Regulatory History (1)
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Financial
August 2019
Final
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 LLC
May 2022 - Present · 4 yrs
LPL Financial LLCBroker
May 2022 - Present · 4 yrs
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 Advisors, LLC
September 2017 - June 2019 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
September 2017 - June 2019 · 1 yr 9 mos
Morgan StanleyBroker
April 2016 - August 2017 · 1 yr 4 mos
Morgan Stanley
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.