Anna Popke, CFP®, CDFA™
Harrison, Arkansas, 72601
Member Since 2006
The business philosophy at Majestic Oak Financial is simple: my clients\' best interests come first. Your goals are as important to me as they are to you. The key to developing a successful long-term financial planning and investment management relationship is not investment returns or quick answers. It is trust. Trust that someone is providing objective advice, that someone is helping you to build a future that is secure while protecting what you already have. I work hard to earn that trust.
My Location
Background Information
Years of Financial Experience
- 11
Education
- San Diego State University (Masters in Financial & Tax Planning)
- Boston University (BA in Economics)
- Boston University (BS in Aerospace Engineering)
Certifications and Designations
- CFP®
- CDFA™
Association Memberships
- FPA
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TDAmeritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 133067
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Anna M. Popke
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Hourly, Current Review, Reviewing insurance products to verify that they are appropriate and cost effective; Small business planning - business plan creation, business start-up planning, assistance with selecting appropriate business entity, incorporation and expansion planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Visit Website - http://www.majesticoakfinancial.com
