Kenneth C. Petrashek
Professional summary
Kenneth C. Petrashek, CFP®, who also goes by Ken Charles Petrashek, Kenneth C Petrashek, Kenneth Charles Petrashek, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kenneth has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth C. Petrashek's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
June 2, 2025 - Present
EVERPAR ADVISORS LLC
Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136June 16, 2023 - June 8, 2025
J.P. MORGAN SECURITIES LLC
May 15, 2023 - June 8, 2025
J.P. MORGAN SECURITIES LLC
September 30, 2020 - April 21, 2023
HIGHTOWER ADVISORS, LLC
March 8, 2017 - November 16, 2020
FRONTIER INVESTMENT MANAGEMENT CO
August 13, 2015 - March 3, 2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
August 13, 2015 - March 3, 2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
September 26, 2014 - July 1, 2015
USAA FINANCIAL PLANNING SERVICES
September 26, 2014 - July 1, 2015
USAA FINANCIAL ADVISORS, INC.
November 27, 2013 - September 9, 2014
LPL FINANCIAL LLC
August 17, 2012 - September 9, 2014
LPL FINANCIAL LLC
Primary Firm SEC Registration
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2025)
Exams
Series 7TO
Date: 6/16/2023
General Securities Representative ExaminationCurrent Firm
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 816 |
| AUM (Assets Under Management) | $ 488,511,578 |
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
EVERPAR ADVISORS LLC
Wealth AdvisorCRD#: 326468Tulsa, OK 74136TRUST BUT VERIFY
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