Kendall Wayne King
CFP®Professional Summary
Kendall Wayne King, CFP® is a registered financial advisor currently at CASTLEPOINT WEALTH ADVISORS located in Oklahoma City, Oklahoma. Kendall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kendall has worked at 4 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Retirement Planning
- Tax Planning
Specializations
Biography
Kendall is the Founder and CEO of Castlepont Wealth Advisors. In addition to attaining his CFP designation, he has also earned the AEP designation. With 17 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics, he serves as lead advisor to a diverse group of clients, with special focus on oil and gas professionals. Kendall has authored a book, “Abundance,” and is regularly interviewed by publications...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
ARK & TLK INVESTMENTS, LLC | GUARDIA WEALTH ADVISORS, LLC | GUARDIA WEALTH ADVISORS | GUARDIA WEALTH | CASTLEVIEW WEALTH ADVISORS | CASTLEPOINT WEALTH ADVISORS | CASTLE VIEW ADVISORS
Contact Information
Main Address
7308 N. Classen Blvd., Oklahoma City, OK 73116Phone Number
(405) 705-2906# of Employees
10SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,139AUM (Assets Under Management)
$751,448,285Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ARK & TLK INVESTMENTS, LLC | GUARDIA WEALTH ADVISORS, LLC | GUARDIA WEALTH ADVISORS | GUARDIA WEALTH | CASTLEVIEW WEALTH ADVISORS | CASTLEPOINT WEALTH ADVISORS | CASTLE VIEW ADVISORS
State Registrations and Notice Filings
(5/11/2015)
(9/28/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kendall Wayne King's CRS (Customer Relationship Summary).
Services Offered by Kendall
- Estate & Legacy Planning
- Risk Management & Insurance
- Financial Planning
- Retirement Planning
- Tax Planning
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