PM
Patrick D. Munnerlyn
MOTIV8 INVESTMENTS LLC
Oklahoma City, OK 73112
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CRD#: 6127419
PM
Professional summary
Patrick Daniel Munnerlyn, who also goes by Patrick Munnerlyn, is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in Oklahoma City, Oklahoma.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Patrick has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Munnerlyn
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. 09/2009 � EUNICE KHOURY INSURANCE AGENCY; AGENT; 4800 MAYFAIR DRIVE, OKLAHOMA CITY, OK 73112; I OFFER LIFE, HEALTH, LONG TERM CARE
AND ANNUITIES (FIXED AND INDEX). I OFFER THESE PRODUCTS TO OUR CLIENTS APPROXIMATELY 30 HRS A WEEK; 20 HOURS DURING SECURITIES
TRADING HOURS 2. 05/2013; MUNNERLYN INSURANCE AND INVESTMENTS; INVESTMENT RELATED; 4800 N. MAYFAIR DRIVE, OKLAHOMA CITY, OK 73112;
OWNER; 160 HOURS PER MONTH; 6 HOURS PER DAY DURING TRADING HOURS; ADVISORY SERVICES, INSURANCE SALES
Long term Care Planning, Medicare Planning. I am commissioned with the insurance carriers that offer products for these specific planning services
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Daniel Munnerlyn's 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®
NoneExperience
Current
February 1, 2017 - Present
MOTIV8 INVESTMENTS LLC
Office #1: 4800 N. Mayfair Dr., Oklahoma City, OK 73112RIA
CRD#: 285560
Oklahoma City, OK
Past
April 17, 2015 - June 7, 2017
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
RIA
CRD#: 162143
OKLAHOMA CITY, OK
Past
February 13, 2013 - April 16, 2015
HIGH STREET ASSET MANAGEMENT, LLC
RIA
CRD#: 154981
OKLAHOMA CITY, 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".
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 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(2/1/2017)
Current Firm
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986
Mailing Address
Phone number
(772) 247-4488
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,568 |
| AUM (Assets Under Management) | $ 187,093,402 |
Red Flags
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Company Information
MOTIV8 INVESTMENTS LLC
CRD#: 285560Oklahoma City, OK 73112TRUST BUT VERIFY
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