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Dirk Eugene Palmer

Advisor at Private Client Advisor Group, LLC — Henryetta, OK

Updated today

Credentials

Series 65

Experience

5 years

Location

Henryetta, OK 74437

Private Client Advisor Group, LLC logo

Private Client Advisor Group, LLC

Team

Total advisors

6

Across 5 offices

Clients per advisor

32 Low

Avg AUM per client

$578,947 Low

HNW client ratio

27% Typical

About

Dirk Palmer is a financial advisor with Private Client Advisor Group, LLC, holding a Series 65 credential and five years of industry experience. He has worked at Private Client Advisor Group since 2024 and has prior experience at OWLFI and Motiv8 Investments LLC. Outside of advising, Palmer manages a public accounting firm and owns a cattle ranch. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, utilizing a globally diversified investment approach based on modern portfolio theory. The firm offers discretionary portfolio management and financial planning, managing approximately $110 million across about 190 client relationships.

Client services

Based on Private Client Advisor Group, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Private Client Advisor Group, LLC

General retirement planning

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Fee options

Fixed

Project oriented financial planning services up to $1,000 or higher for complex engagements; retirement plan services fixed fees generally not to exceed $10,000

Percentage

Up to 2% annually (annual flat rate, negotiable)

Project-based

Up to $200 per hour for financial planning engagements

Other

Account minimum: $100,000 Minimum fee: Retirement plan services minimum annual fee of $1,000 per plan Fee-only: Project oriented financial planning fees charged as fixed fees up to $1,000 or hourly fees up to $200 per hour

Location

See office

Henryetta, OK

523 W. Main Street

Henryetta OK 74437

Advisors at this office

1

Most active in

Oklahoma

Work history

5 years of industry experience

Private Client Advisor Group, LLC

2024 - Present • 2 years

Palm City, FL

OWLFI

2021 - 2024 • 3 years

Lenexa, KS

Motiv8 Investments LLC

2021 - 2021 • 1 year

Stuart, FL

RE Palmer, CPA, Inc.

2003 - Present • 23 years

Henryetta, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeremy R

ChFC®, Series 63, Series 66

Henryetta, OK

Edward Jones

Jeremy Roberts is a financial advisor at Edward Jones with 20 years of industry experience and holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2005. Roberts serves as a board member of the Henryetta Hospital Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and affiliated offerings, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Ashley L

Series 66

Henryetta, OK

Edward Jones

Ashley Lirette is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, she worked for nine years at First Family Federal Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner
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David S

Series 63, Series 65

Morris, OK

Merrill

David Stutsman is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes ten years at Bank of America, N.A., alongside a long tenure at Merrill dating back to 1978. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Tax-loss harvesting Active portfolio management Wealth management

Emily O

Series 66

Okmulgee, OK

Edward Jones

Emily Oldham is a financial advisor at Edward Jones in Okmulgee, Oklahoma, with four years of industry experience. She holds the Series 66 designation and previously co-owned a small market farm, O-Bar Farms, where she assisted with operations and sales. Additionally, Emily participates in community activities, including serving on the Okmulgee County Fair committee and the Okmulgee Main Street Economic Vitality Committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and affiliated investment options supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner

James A

Series 66

Okmulgee, OK

Edward Jones

James Allred Jr. is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to his advisory career, he was involved in engineering and has operated a cattle production business and a trucking company for over 20 years. He also serves as Vice-President for Morris Public Schools in Morris, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary advisory solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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