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Kimberly White

Advisor at Edward Jones

Updated today

Location

Muskogee, OK 74401-0000

Credentials

Series 63, Series 66

Industry experience

13 years

About

Kimberly White is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Allstate Insurance and in her own agencies. Outside of financial advising, she is involved in managing KW Premier Properties, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management. The firm is notable for its extensive advisor network and affiliated capabilities beyond advisory services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

230 W Okmulgee St, Ste A

Muskogee, OK 74401-0000

Most active in

Oklahoma · Texas

Work history

Edward Jones

2025 - Present (1 year)

KW Premier Properties, L.L.C.

2021 - Present (5 years)

Kim White Agency

2019 - Present (7 years)

Allstate Insurance CO

2014 - 2025 (11 years)

Kim Thomas Agency

2014 - 2019 (5 years)

Disclosures

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

Business activities & affiliations

user avatar

John J

Series 63, Series 66

Muskogee, OK

OSAIC Institutions, INC.

John Johnson is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Infinex Investments, Inc. since 2020 and previously at LPL Financial and Armstrong Bank from 2009 to 2020. Johnson serves as secretary on the board of Gospel Rescue Mission, a Christian shelter assisting the homeless. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and a broad range of financial solutions. The firm’s approach combines fundamental and technical analysis, third-party due diligence, and a notable emphasis on non-discretionary asset management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Christine A

Series 63, Series 65

Muskogee, OK

LPL Financial

Christine Archer is a financial advisor with LPL Financial in Muskogee, Oklahoma, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked at LPL Financial since 2010 and concurrently at First National Bank of Muskogee since 2004. Outside of her advisory role, she is also a licensed real estate sales associate with the GRI designation. LPL Financial provides advisory and brokerage services to a wide range of clients including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Timothy C

CFP®, Series 63

Muskogee, OK

Cetera

Timothy Cramer is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His career includes roles at multiple Cetera entities and tax and accounting services through Cross Timbers CPAs PLLC. Outside of financial advising, he is involved in property management and tax services through his ownership of CT Property Connections LLC and Remarc Realty LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities with various investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kelcie E

Series 66

Muskogee, OK

Edward Jones

Kelcie Eaton is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Bank of Eufaula for eight years and ONEOK Inc. for six years. Outside of her advisory role, she owns a residential rental property in Muskogee, Oklahoma. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm is noted for its extensive nationwide network of advisors and branches, as well as its integrated services including tax-efficient strategies and trust capabilities.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Intergenerational Families
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Joshua C

Series 66

Muskogee, OK

Raymond James Financial

Joshua Cotten is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James, he worked at Edward Jones and LPL Financial. Outside of his advisory role, Cotten owns and manages a cattle ranch in Oklahoma. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by firm research and a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar

Kirk D

Series 63, Series 66

Muskogee, OK

LPL Financial

Kirk Darnell is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Edward Jones, and Allstate Financial Advisors. His career also includes roles at CUNA Mutual Group and Liberty Mutual. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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