Newkirk & Company
Newkirk & Company (CRD# 117974) is a financial advisory firm headquartered in Branson, MO. They manage $18,660,330 in 59 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$316,277
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dennis Newkirk (CRD# 3229087) is an Investment Advisor Representative working at Newkirk & Company in Branson, MO and has over 17 years of experience in the finance industry. Dennis Newkirk 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.