Olin K. Barkdull

PREFERRED RETIREMENT OPTIONS,

IDAHO FALLS, ID

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CRD#: 1080780

Professional summary

Olin Keith Barkdull, CFP®, who also goes by Oly Barkdull, is a registered financial advisor currently at PREFERRED RETIREMENT OPTIONS, INC located in Idaho Falls, Idaho.

Olin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Olin has worked at 8 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Oly Barkdull

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OLIN K. BARKDULL, CFP, YES, 3758 N. YELLOWSTONE, IDAHO FALLS, ID 83401, SALES & SERVICE, INSURANCE & MUTUAL FUNDS, CFP, 3/83 TO PRES., 200 + HRS. MO. YES, I AM AN AGENT OR BROKER WITH SEVERAL CO. TO SELL LIFE, HEALTH AND MUTUAL FUNDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olin Keith Barkdull's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

June 11, 2013 - Present

PREFERRED RETIREMENT OPTIONS, INC

RIA

CRD#: 116172

IDAHO FALLS, ID

Past

January 29, 2010 - October 27, 2010

GWN SECURITIES INC.

CRD#: 128929

IDAHO FALLS, ID

Past

March 31, 2008 - December 31, 2009

INSPHERE SECURITIES, INC.

CRD#: 136433

IDAHO FALLS, ID

Past

July 23, 2007 - March 18, 2008

INSPHERE SECURITIES, INC.

CRD#: 136433

NORTH LOGAN, UT

Past

May 31, 2002 - August 9, 2007

EQUITY SERVICES, INC.

CRD#: 265

IDAHO FALLS, ID

Past

December 14, 2000 - April 29, 2002

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

December 2, 1998 - November 7, 2000

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

May 30, 1997 - December 7, 1998

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

June 28, 1993 - April 22, 1997

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/11/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/25/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/25/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PREFERRED RETIREMENT OPTIONS, INC

EDUCATORS FINANCIAL ASSURANCE | PREFERRED RETIREMENT OPTIONS, INC

CRD#: 116172 / SEC#:

Arizona

Registered Investment Advisory firm - (5/10/2023 Approved)

Idaho

Registered Investment Advisory firm - (4/29/1998 Approved)

Nevada

Registered Investment Advisory firm - (10/5/2018 Approved)

Texas

Registered Investment Advisory firm - (4/14/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (6/5/2018 Approved)

Wyoming

Registered Investment Advisory firm - (7/27/2017 Approved)

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Contact information

Main Address

3456 E. 17th St. Suite 260, Ammon, ID 83406

Mailing Address

Phone number

(208) 521-2957

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Olin K. Barkdull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olin Keith Barkdull's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREFERRED RETIREMENT OPTIONS, INC

GWN SECURITIES INC.

INSPHERE SECURITIES, INC.

INSPHERE SECURITIES, INC.

EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

WADDELL & REED

SUNSET FINANCIAL SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/25/1993

Series 6

Date: 6/25/1993

Current Firm

PREFERRED RETIREMENT OPTIONS, INC

Contact information

Documents

Red Flags

Company Information

PREFERRED RETIREMENT OPTIONS, INC

TRUST BUT VERIFY

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