PM
PM

Patrick Daniel Munnerlyn

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
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Location

4800 N. Mayfair Dr., Oklahoma City, OK, 73112

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Patrick is an agent at Eunice Khoury Insurance Agency since 2009, offering life, health, long-term care, and annuities, dedicating about full-time hours to this. He is also the owner of Munnerlyn Insurance and Investments since 2013, spending full-time hours on advisory services and insurance sales, including long-term care and Medicare planning.

Employment History
Current Registrations
Motiv8 Investments LLC
February 2017 - Present · 9 yrs
Previous Registrations
Onpointe Advisory and Financial Services, LLC
April 2015 - June 2017 · 2 yrs 2 mos
High Street Asset Management, LLC
February 2013 - April 2015 · 2 yrs 2 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.