Dirk E. Palmer

PRIVATE CLIENT ADVISOR GROUP

Henryetta, OK 74437

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CRD#: 7363379

Professional summary

Dirk Eugene Palmer is a registered financial advisor currently at PRIVATE CLIENT ADVISOR GROUP, LLC located in Henryetta, Oklahoma.

Dirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Dirk has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Employed by OWLFI CPA LLC, a non-investment related Lenexa, KS based tax and accounting firm, since 2021. Activities are generally during normal business hours. Owner of Palmer Cattle Company, a non-investment related ranch business, since 2012. Activities generally outside of normal business hours. I manage a public accounting firm that provides tax and accounting services. I own and manage a cattle ranch.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dirk Eugene 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

July 2, 2024 - Present

PRIVATE CLIENT ADVISOR GROUP, LLC

Office #1: 523 W. Main Street, Henryetta, OK 74437

RIA

CRD#: 330038

Henryetta, OK

Past

April 29, 2021 - September 23, 2021

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

STUART, FL

Past

April 15, 2021 - August 15, 2024

OWLFI

RIA

CRD#: 311854

Henryetta, OK

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

Kansas
(7/2/2024)

IAR

Oklahoma
(7/2/2024)

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 65

Date: 4/6/2021

Uniform Investment Adviser Law Examination

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

CRD#: 330038 / SEC#: 801-134899

Florida

Registered Investment Advisory firm - (5/17/2024 Approved)

Kansas

Registered Investment Advisory firm - (6/11/2024 Approved)

Missouri

Registered Investment Advisory firm - (6/18/2024 Approved)

New York

Registered Investment Advisory firm - (5/22/2024 Approved)

Oklahoma

Registered Investment Advisory firm - (7/2/2024 Approved)

Texas

Registered Investment Advisory firm - (6/14/2024 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/1/2024 Approved)

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Contact information

Main Address

901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990

Mailing Address

Phone number

(516) 241-3934

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT ADVISOR GROUP, LLC - ADV PART 2 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 110,213,692

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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Dirk E. Palmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dirk Eugene Palmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT ADVISOR GROUP, LLC

MOTIV8 INVESTMENTS LLC

OWLFI

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2021

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE CLIENT ADVISOR GROUP, LLC

TRUST BUT VERIFY

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