Olin Barkdull, financial advisor Idaho Falls ID

Olin Barkdull

CRD Number: 1080780
Current Firm: Preferred Retirement Options, Inc.

Olin Barkdull (CRD# 1080780) is an Investment Advisor Representative working at Preferred Retirement Options, Inc. in Idaho Falls, ID and has over 30 years of experience in the finance industry. Olin Barkdull has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Zaren Adams, financial advisor Idaho Falls ID
Zaren V. Adams
CRD# 4646629
Edward Jones
Similar Advisors
Naumdar Akhavan, financial advisor Idaho Falls ID
Naumdar Akhavan
CRD# 4914714
Valkyrie Private Wealth Management
Similar Advisors
Blayne Andersen, financial advisor Idaho Falls ID
Blayne A. Andersen
CRD# 5727397
Arkadios Wealth Advisors
Professional Designations
Company Name Location Dates Years
Preferred Retirement Options Inc. Ammon, ID Jan 2013 - Current 11
Barkdull Financial Group LLC Idaho Falls, ID Jan 2008 - Current 16
Olin K. Bardull, Cfp Idaho Falls, UT Mar 1983 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Olin K. Barkdull
Phone Number: 208-521-2957
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, ID, NV, TX, UT, WY

Ready to hire a financial advisor? Get competitive proposals from Olin Barkdull and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.