Kerri J. Musgrove

EVERPAR ADVISORS LLC

Tulsa, OK 74136

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CRD#: 6236509

Professional summary

Kerri Joann Musgrove, who also goes by Kerri Joann Henderson, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma.

Kerri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kerri has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kerri Joann Henderson

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. Insurance License; not investment-related; 2431 E 61st Street, Suite 825 Tulsa, OK, 74136; Insurance Sales; Implementations of insurance recommendations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerri Joann Musgrove'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

February 5, 2024 - Present

EVERPAR ADVISORS LLC

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

RIA

CRD#: 326468

Tulsa, OK

Past

January 5, 2016 - September 12, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

TULSA, OK

Past

January 5, 2016 - September 12, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

TULSA, OK

Past

July 20, 2015 - January 12, 2016

WELLS NELSON & ASSOCIATES, L.L.C.

CRD#: 104030

TULSA, OK

Past

April 9, 2014 - July 1, 2015

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

TULSA, OK

Past

November 19, 2013 - July 1, 2015

ARVEST WEALTH MANAGEMENT

CRD#: 42057

TULSA, 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".

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
(2/5/2024)

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

State Security Law Exam

IAR

Series 66

Date: 12/23/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2013

General Securities Representative Examination

Current Firm

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

SEC notice filing (6 States and Territories)

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 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.

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Advisor Monitoring

Firm Stability Insights

Kerri J. Musgrove

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kerri Joann Musgrove's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS NELSON & ASSOCIATES, L.L.C.

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

Primary Firm SEC Registration

EVERPAR ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2013

SIE

Date: 10/1/2018

Series 7

Date: 11/19/2013

Current Firm

EVERPAR ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERPAR ADVISORS LLC

TRUST BUT VERIFY

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