Eric L. Pirkl

OKABENA INVESTMENT SERVICES

Minneapolis, MN 55402-4523

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CRD#: 4321373

Professional summary

Eric Lee Pirkl is a registered financial advisor currently at OKABENA INVESTMENT SERVICES INC located in Minneapolis, Minnesota.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Eric has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Lee Pirkl's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 23, 2012 - Present

OKABENA INVESTMENT SERVICES INC

Office #1: 4200 Ids Center 80 S Eighth Street, Minneapolis, MN 55402-4523

RIA

CRD#: 111162

Minneapolis, MN

Past

February 21, 2001 - September 11, 2006

HARRIS ASSOCIATES SECURITIES L.P.

CRD#: 6959

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OKABENA INVESTMENT SERVICES INC

OKABENA ADVISORS | OKABENA INVESTMENT SERVICES INC

CRD#: 111162 / SEC#: 801-47929

RIA

Registered Investment Advisory firm - (11/29/1994 Approved)

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

Minnesota
(11/8/2013)

IAR

Texas
(3/23/2012)

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

General Industry/Product Exam

Series 7

Date: 2/20/2001

General Securities Representative Examination

Current Firm

OKABENA INVESTMENT SERVICES INC

OKABENA ADVISORS | OKABENA INVESTMENT SERVICES INC

CRD#: 111162 / SEC#: 801-47929

RIA

Registered Investment Advisory firm - (11/29/1994 Approved)

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Contact information

Main Address

4200 Ids Center 80 S Eighth Street, Minneapolis, MN 55402-4523

Mailing Address

Phone number

(612) 339-7151

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OKABENA 3-24-25 FINAL FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	303
AUM (Assets Under Management)	$ 1,848,712,472

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2025	Cover Page	Report
09/09/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/19/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Eric L. Pirkl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Lee Pirkl's CRS (Customer Relationship Summary).

Certified licenses

Experience

OKABENA INVESTMENT SERVICES INC

HARRIS ASSOCIATES SECURITIES L.P.

Primary Firm SEC Registration

OKABENA INVESTMENT SERVICES INC

State Registrations and Notice Filings

Exams

Series 7

Date: 2/20/2001

Current Firm

OKABENA INVESTMENT SERVICES INC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OKABENA INVESTMENT SERVICES INC

TRUST BUT VERIFY

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