Dirk Eugene Palmer

Employer firm

Private Client Advisor Group, LLC CRD 330038

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Owlfi
  Lenexa, KS
• 07/2003 → Present
  Re Palmer, Cpa, Inc.
  Henryetta, OK
• 04/2021 → 09/2021
  Motiv8 Investments Llc
  Stuart, FL
• 06/2024 → Present
  Private Client Advisor Group, Llc
  Palm City, FL

Previous Registrations

• 2021-04-15 → 2024-08-15
  Owlfi
  Lenexa, KS
  Henryetta, OK
• 2021-04-29 → 2021-09-23
  Motiv8 Investments Llc
  Port St Lucie, FL

Other Businesses

Employed by OWLFI CPA LLC, a non-investment related Lenexa, KS based tax and accounting firm, since 2021. Activities are generally during normal business hours. Owner of Palmer Cattle Company, a non-investment related ranch business, since 2012. Activities generally outside of normal business hours. I manage a public accounting firm that provides tax and accounting services. I own and manage a cattle ranch.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-06