Investment Services Provided by Raymond James

Kirkpatrick Bank Private Banking services streamline your banking activity through a single point of contact and integrate your professional and personal finances, allowing you to focus solely on what matters most.  
Paperless Statements
  • Safely and securely view current and historical account details for all Kirkpatrick Bank accounts
Online and Mobile Banking
  • Safely and securely view current and historical account details for all Kirkpatrick Bank accounts
  • Transfer between Kirkpatrick Bank accounts
  • Customize email and text alerts and notifications
  • Convenient mobile banking and mobile deposit
Free Bill Pay
  • Manage and pay your bills securely
  • Single, recurring or future-dated options
Free Debit Card
  • Higher daily ATM limit, higher point-of-sale limits
  • Nation-wide access to MoneyPass ATM’s
Interest Banking Account
  • Open with $5,000
  • Interest rate tiered depending on daily balances
  • Unlimited check writing and debit card transactions
  • Free cashiers checks, travelers checks, notary & medallion guarantee services
Lending Services
  • Home loans (including Jumbo), HELOC, Construction loans
  • Personal lines of Credit, estate financing, vehicle, boat, airplane, vacation home
Cash Flow Solutions
  • Electronic Funds transfer solutions
  • Access to multi-million dollar FDIC insurance protectin with ICS & CDARs
  • Credit or debit cards for household employees
Advisory Services
  • Financial planning, including trust and estate, asset management, succession planning, strategic philanthropy
  • Succession planning, business or family
 leverage strategies
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Investment products are not insured by the FDIC, are not deposits, and may lose value
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
405.563.8100
NE 6th Street,
Suite 100,
Oklahoma City, OK 73104
Email
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.

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