Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lee Kirkpatrick is a financial advisor with over 25 years of experience in the financial services industry. He currently works with Avantax Planning Partners, Inc. in Centerville, IA and has been with them since 2020. Previously, Jerry was registered with ProEquities, Inc. and H.D. Vest Investment Services in Centerville, IA. He is a Certified Public Accountant (CPA) with a wide range of experience, including accounting, tax, commercial real estate and farm management. Jerry also holds a number of industry licenses and certifications, including the Series 6, 7, 63 and 65 exams. Jerry is committed to providing his clients with personalized financial planning and investment advice to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
12/04/2009 - Present
Avantax Planning Partners, Inc. (CENTERVILLE IA)
IA
12/09/2009 - 09/30/2020
PROEQUITIES, INC. (CENTERVILLE IA)
IA
09/21/1999 - 12/10/2009
H.D. VEST INVESTMENT SERVICES (CENTERVILLE IA)
AZ
07/15/1997 - 09/21/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
09/06/1996 - 08/06/1997
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 01/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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