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
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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.
