Idaho Falls, ID Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Preferred Retirement Options, Inc
Team
Firm-wide stats for Preferred Retirement Options, Inc
About
Preferred Retirement Options serves primarily individual clients and sponsors of corporate retirement plans, offering personalized financial planning, education, and advisory services. The firm acts as a secondary advisor to a third-party manager and also provides standalone services such as a negotiable flat-fee portfolio analysis (MRI) and public educational seminars and workshops.
The firm operates under a co-advisory agreement with Matson Money, which Matson Money handles discretionary investment management, trading, reporting, and custodian reconciliations while Preferred Retirement Options maintains the client relationship, assists with suitability and allocation, and conducts annual reviews. Preferred Retirement Options reports no discretionary assets under management and relies on Matson Money to debit and remit advisory fees and to implement investment strategies on client accounts.
Distinctive elements in the brochure include that four of the five investment advisor representatives are licensed insurance agents and devote substantial portions of their time to that activity (approximately 40% for James T. Hancock and Aaron Davis, 70% for Olin K. Barkdull, and 60% for Vern Barkdull), a practice disclosed as a potential conflict of interest. The firm also emphasizes ongoing client coaching through workshops and seminars, offers the low-cost MRI service, and discloses use of endorsements in its advertising—features the brochure presents that are less common among comparable team firms.
Based on Preferred Retirement Options, Inc
Expertise
Based on Preferred Retirement Options, Inc
Location
Idaho Falls ID
Advisors at this office
2
Advisors at this office
Olin B
CFP®, Series 63
Idaho Falls, ID
Preferred Retirement Options, Inc
Olin Barkdull is a CFP® with 12 years of experience at Preferred Retirement Options, Inc. and over four decades in the financial services industry. He has also operated Barkdull Financial Group LLC since 2008. Barkdull is licensed as an insurance agent and spends a significant portion of his time selling life, health, and mutual fund products. Preferred Retirement Options serves individual clients and corporate retirement plan sponsors, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and annual reviews.
James H
Series 63, Series 65
Idaho Falls, ID
Preferred Retirement Options, Inc
James Hancock is a financial advisor with Preferred Retirement Options, Inc. in Idaho Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Preferred Retirement Options since 2009. Hancock also holds a licensed insurance agent designation and dedicates a significant portion of his time to insurance-related activities. Preferred Retirement Options serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options maintains client relationships and conducts annual reviews.
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