Damon King
CRD Number: 6546875Current Firm: Chappelwood Financial Services
Compensation Model: Both
Damon is an Investment Advisor at ChappelWood Financial Services in Edmond, OK and brings his non-profit experiences to help clients preserve their legacies.
As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Through that work, he came to believe that passing on values is just as important as passing on assets, and that proper planning can solve many of the issues high net worth families experience when it comes to money.
He chose to expand his service to comprehensive financial planning and investment advisement, developing strategies for affluent households to achieve their financial goals and preserve their values and legacy for future generations.
He co-hosts the radio show “It’s All About the $Money, Honey!” on NewsRadio 1000 KTOK in Oklahoma City, 660 AM The Answer in Dallas, and 620 AM Experts in Business in Dallas. Damon often emphasizes the importance of establishing tax-efficient gifting strategies, lifetime income planning and preservation of wealth.
He is licensed as an Investment Advisor and insurance professional in the state of Oklahoma, and received a Bachelor of Business Administration degree from the University of Central Oklahoma. He passed the CERTIFIED FINANCIAL PLANNER (TM) exam in 2014.
Committed to community service, Damon was recognized as the 2012 Volunteer of the Year by the Oklahoma Center for Nonprofits.
Damon lives in Midwest City, Oklahoma, with his wife, Kathleen, and two sons, Gabriel and Caleb. In his free time, he loves to travel, hike, play tennis, sing and, when he can, perform in community theater productions.
CRD# 4245607
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chappelwood Financial Services | Edmond, OK | Jan 2015 - Current | 9 |
| Self Employed | Midwest City, OK | Sep 2014 - Dec 2014 | < 1 |
| Last Frontier Council, Boy Scouts Of America | Oklahoma City, OK | Dec 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- OK
- TX
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts385ACCOUNTS
-
Average Account Value$225,600
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
OK, TX
ChappelWood Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory services offered through ChappelWood Financial Services, a Registered Investment Advisor.
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