What are your needs, your dreams, your goals for the future? We listen and look to provide resources to address your needs.
Kirkpatrick Bank works with local financial planners to help customers with their investment and retirement planning needs. The professional advisors from Raymond James deploy leading-edge wealth impact strategies designed to help you bring about a smooth transfer of holdings and uninterrupted continuity of your legacy and business interests.
Josh Waymire
Colorado
Wealth Services - Raymond James Advisor
719.577.4175
Email
Bill Callis
Managing Director, APG Wealth Management
Financial Advisor, RJFS
Oklahoma
Wealth Services - Raymond James Advisor
405.563.81007
NE 6th Street,
Suite 100,
Oklahoma City, OK 73104
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Please note: Raymond James is an independent organization. Investment products offered through Raymond James are NOT deposits: are NOT insured by the FDIC or any other agency: are NOT guaranteed by Kirkpatrick Bank: and ARE subject to risk, including loss of principal. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. APG Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Kirkpatrick Bank and Raymond James have entered into an agreement in which Kirkpatrick Bank refers potential clients in exchange for a referral fee. Should you become a client, Kirkpatrick Bank would receive compensation. Kirkpatrick Bank receipt of this compensation creates an incentive for Kirkpatrick Bank to refer you to Raymond James rather than to other investment advisors with which it does not have similar referral arrangements, and a conflict of interest because Kirkpatrick Bank will only receive this compensation if you become a Client of Raymond James. Kirkpatrick Bank is not a current advisory client of Raymond James. You will receive additional detailed disclosures regarding the referral arrangement prior to compensation being paid to Kirkpatrick Bank.
