Patrick Daniel Munnerlyn
Investment adviser representative at Motiv8 Investments LLC
17 yearsExperience
1 stateRegistered in
$219.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Motiv8 Investments LLCFeb 2017 to now
- Onpointe Advisory and Financial Services, LLCApr 2015 to now
- Munnerlyn Insurance and InvestmentsMay 2013 to now
- Eunice Khoury InsuranceSep 2009 to now
- Well Preserved Advisory GroupSep 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OK).
Motiv8 Investments LLC
$219.1MAssets managed
726Clients
10Advisers
9 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
- 6127419
- Firm CRD
- 285560