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Kenneth C. Petrashek

Kenneth C. Petrashek

EVERPAR ADVISORS LLC | Wealth Advisor
Tulsa, OK 74136
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CRD#: 6031528
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


Ken joined Frontier in March 2017, previously working in the retail side of the financial services industry. He started his career in insurance, worked his way into securities, and eventually the planning side of the business. He graduated, Magna Cum Laude, from Mid-America Christian University with a Bachelor’s Degree in Public Administration and Ethics. He is also a graduate of Oklahoma State University, where he earned his Master’s Degree in Family Financial Planning. Ken is a Certified Financial Planner™ practitioner and currently serves Frontier clients as a wealth advisor.
top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Tax Planning
Small Business Planning
Retirement Income Management
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes

Aliases


Ken Charles Petrashek | Kenneth C Petrashek | Kenneth Charles Petrashek

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.
1) Noble County Sheriff's Office; Not investment-related; 721 Cedar Street, Perry, OK 73077; Law Enforcement; Major; 01/2021; 12-16 hours per month; 0 during trading hours, Former full-time peace officer and still serve in a leadership role on a part-time basis. 2) Oklahoma State University; Not investment-related; 107 Whitehurst, Stillwater, OK. 74078; Education: Adjunct Instructor; 1/10/2022; 10-12 hours per month; 0 during trading hours; Teaching for both the College of Education and the Spears School of Business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth C. Petrashek'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®
CFP®

Start date: 2019

Experience


Current

June 2, 2025 - Present

EVERPAR ADVISORS LLC

Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136
RIA
CRD#: 326468
Tulsa, OK
Past

June 16, 2023 - June 8, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Tulsa, OK
Past

May 15, 2023 - June 8, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Tulsa, OK
Past

September 30, 2020 - April 21, 2023

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
Dallas, TX
Past

March 8, 2017 - November 16, 2020

FRONTIER INVESTMENT MANAGEMENT CO

RIA
CRD#: 110430
DALLAS, TX
Past

August 13, 2015 - March 3, 2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
LEWISVILLE, TX
Past

August 13, 2015 - March 3, 2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

September 26, 2014 - July 1, 2015

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
ADDISON, TX
Past

September 26, 2014 - July 1, 2015

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
ADDISON, TX
Past

November 27, 2013 - September 9, 2014

LPL FINANCIAL LLC

RIA
CRD#: 6413
STILLWATER, OK
Past

August 17, 2012 - September 9, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
STILLWATER, OK

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".
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC

CRD#: 326468 / SEC#: 801-128638

RIA
Registered Investment Advisory firm - (8/31/2023 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
Oklahoma
(6/2/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2023
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/16/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC

CRD#: 326468 / SEC#: 801-128638

RIA
Registered Investment Advisory firm - (8/31/2023 Approved)
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Contact information


Main Address
2431 E. 61st Street Suite 825, Tulsa, OK 74136
Mailing Address
Phone number
(918) 221-9290
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 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

FORM ADV PART 2A - FIRM BROCHURE (10/1/2025)

Regulatory assets under management


Total Number of Accounts816
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 74136

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