Kissinger & Kirkman Investment Centre

What Kissinger & Kirkman Investment Centre does

Kissinger & Kirkman Investment Centre is a privately held, locally owned independent brokerage and financial advisory firm headquartered at 2102 Shelby Road, Suite 1, Poplar Bluff, Missouri. The firm serves individual and small-business clients in the Southeast Missouri region, delivering retirement planning, investment management, estate planning, insurance planning, and college savings services. The team consists of two credentialed financial advisors (Erick V. Kirkman, CFP®, and Amy D. Deken, AAMS™) supported by five administrative staff, with combined industry experience exceeding 70 years.

The firm's technology stack is built on the LPL Financial broker-dealer and RIA platform, which provides custody, trade execution, and managed-account infrastructure under FINRA/SIPC oversight. Client-facing self-service tools are delivered through the firm's Wix-hosted website, which embeds Dinkytown financial calculators for Social Security, retirement planning, compound savings, and college savings. The firm does not maintain proprietary technology, mobile applications, or API integrations; all advisory work is conducted face-to-face at the Poplar Bluff office.

Revenue is generated through three streams: brokerage commissions on transactions in mutual funds, stocks, bonds, ETFs, and annuities; ongoing advisory/managed-account fees on assets held through LPL Financial; and professional fees for financial, estate, retirement, and insurance planning engagements. Pricing is quote-based and not publicly disclosed. Customer acquisition is relationship-led, relying on local community presence, Facebook activity, word-of-mouth referrals, and the calculator-driven website as top-of-funnel tools.

Name

Kissinger & Kirkman Investment Centre

Legal name

Kissinger & Kirkman Investment Centre, LLC

Website

https://kissingerandkirkmaninvestmentcentre.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Kissinger & Kirkman Investment Centre is a privately held independent brokerage firm in Poplar Bluff, Missouri, offering investment, retirement, estate, insurance, and college savings advisory services to individuals and small businesses in Southeast Missouri through the LPL Financial platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Poplar Bluff

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Brokerage Commissions: Commission-based revenue from facilitating investment transactions including stocks, bonds, mutual funds, ETFs, and annuities for clients.
2. Advisory/Managed Account Fees: Fees generated from managed accounts through LPL Financial, providing ongoing portfolio management services.
3. Financial Planning Services: Revenue from comprehensive financial planning, estate planning, retirement planning, and insurance planning consultations.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Kissinger & Kirkman Investment Centre is an independent, locally owned full-service brokerage and financial advisory firm providing investment products, retirement planning, estate planning, insurance planning, and college savings services to individuals and small businesses. The firm facilitates transactions in stocks, bonds, mutual funds, ETFs, and annuities, and offers managed accounts through the LPL Financial platform with personalized face-to-face advisory consultations.

Product overview

Kissinger & Kirkman Investment Centre operates as a full-service independent brokerage and financial advisory firm offering comprehensive investment products, retirement planning services, and insurance solutions. The firm provides direct investment access to stocks, bonds, ETFs, mutual funds, annuities, and managed accounts through LPL Financial. Their retirement services span multiple account types including Traditional IRA, Roth IRA, 401(k), SEP IRA, and SIMPLE IRA options. The firm also offers estate planning services including trust accounts, custodial accounts, and transfer on death accounts, alongside insurance planning for life insurance and long-term care. A suite of four financial planning calculators (Social Security Benefits, Retirement Planner, Compound Savings, and College Savings) is available via the website. The product portfolio is unified under the firm's advisory brand with securities offered through LPL Financial member FINRA/SIPC.

Differentiator

Problem solved

Functional benefit

Products and services

• Stocks
• Bonds (Taxable and Tax-Free)
• Mutual Funds
• ETFs
• Annuities
• Certificates of Deposit
• Money Market Accounts
• Traditional IRA
• Roth IRA
• SEP IRA
• SIMPLE IRA
• 401(k)
• College 529 Accounts
• Custodial Accounts
• Trust Accounts
• Transfer on Death Accounts
• Retirement Planning Service
• Estate Planning Service
• Life Insurance Planning
• Long-Term Care Planning
• Business Retirement Plans
• Managed Accounts through LPL Financial

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities offered through LPL Financial Member FINRA/SIPC. The firm provides managed accounts and brokerage services through this partnership, enabling access to institutional-grade investment platform and regulatory oversight.

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• Northwestern Mutual: Hybrid financial services firm combining insurance and investment advisory services through a local advisor network, closely mirroring Kissinger & Kirkman's combined investment and insurance offering to retail clients.
• Ameriprise Financial: Financial advisory firm with a similar retail-focused service model offering investment, retirement, and estate planning through a network of local advisors. Comparable in product breadth and client demographic targeting.
• Raymond James: Diversified financial services firm with significant retail advisory operations serving individual clients through local offices, offering comparable investment, retirement, and wealth planning services.
• Edward Jones: Large independent financial advisory firm with a comparable local-office, face-to-face service model serving retail and mass-affluent clients across thousands of small US communities. The most directly comparable US peer given its independent advisor structure and retail focus.
• Stifel: Full-service brokerage and wealth management firm with retail-focused local offices comparable to independent advisory models, offering investment, retirement, and financial planning services.

Broad incumbents

• LPL Financial: Independent broker-dealer and RIA platform that serves as the technology, execution, and compliance backbone for Kissinger & Kirkman's operations; offers similar services at scale to thousands of independent advisors nationwide.
• Cetera Financial Group: Independent broker-dealer platform supporting thousands of independent financial advisors in a similar capacity to LPL Financial, providing the infrastructure layer beneath practices like Kissinger & Kirkman.
• Wells Fargo Advisors: Large-scale retail brokerage and advisory arm of Wells Fargo serving mass-affluent clients through local offices, offering comparable investment, retirement, and financial planning services with broader resources.
• Charles Schwab: Major retail brokerage and wealth management firm offering investment advisory services through both digital channels and branch offices, competing for the same retail/mass-affluent client base as Kissinger & Kirkman.

Emerging players

• Fisher Investments: Privately-held investment advisory firm focused on serving retail and high-net-worth clients with portfolio management services; comparable as a privately-held, retail-focused advisory competitor, though operating at a much larger scale.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kissinger & Kirkman Investment Centre