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KP

Kyra E. Palmer

OAK FINANCIAL GROUP
Stamford, CT
Some features on this profile are disabled
CRD#: 5322792
KP

Professional summary

Kyra Elise Palmer, who also goes by Kyra E Palmer, is a registered financial advisor currently at OAK FINANCIAL GROUP INC located in Stamford, Connecticut.

Kyra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kyra has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyra E Palmer

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 Kyra Elise Palmer'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

April 19, 2007 - Present

OAK FINANCIAL GROUP INC

RIA
CRD#: 106293
Stamford, CT

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".
OF
OAK FINANCIAL GROUP INC
OAK FINANCIAL GROUP INC

CRD#: 106293 / SEC#: 801-40926

RIA
Registered Investment Advisory firm - (3/6/1992 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
California
(2/2/2010)
IAR
Connecticut
(6/28/2007)
IAR
Florida
(8/6/2007)
IAR
Maryland
(2/3/2010)
IAR
Massachusetts
(2/11/2010)
IAR
New Hampshire
(2/3/2010)
IAR
New Jersey
(6/28/2007)
IAR
New York
(2/8/2022)
IAR
North Carolina
(6/28/2007)
IAR
Texas
(4/19/2007)
IAR
Vermont
(2/16/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/23/2007
Uniform Investment Adviser Law Examination

Current Firm

OF
OAK FINANCIAL GROUP INC
OAK FINANCIAL GROUP INC

CRD#: 106293 / SEC#: 801-40926

RIA
Registered Investment Advisory firm - (3/6/1992 Approved)
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Contact information

Main Address
Stamford, CT
Mailing Address
1177 High Ridge Road, Stamford, CT 06905
Phone number
(203) 329-9043
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OAK ADV 2B (3/26/2025)

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 146,883,351

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.

Company Information

OAK FINANCIAL GROUP INC

CRD#: 106293Stamford, CT

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