Kyra Elise Palmer
Investment adviser representative at Oak Financial Group Inc
20 yearsExperience
11 statesRegistered in
$177.2MFirm assets
34 yearsFirm in business
Are you Kyra Elise Palmer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Oak Financial Group, Inc.May 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 11 states (CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT).
Oak Financial Group Inc
$177.2MAssets managed
131Clients
2Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5322792
- Firm CRD
- 106293