Anna M. Popke

Other Names:	Anna Maria Pisapia, Anna Maria Popke, Anna Popke
Firm:	Majestic Oak Financial Sole Proprietor
Type:	RIA

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Description

Anna M. Popke is the owner of Majestic Oak Financial in Harrison, AR.
Our 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 ...(see more)

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Firm Client Types

	Individuals
	High Net Worth Individuals
	Pension and Profit Sharing Plans
	Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer	Years	Dates
Majestic Oak Financial	8 years, 6 months	Nov 2004 - Present
Premier Financial Planning, LLC	4 years, 2 months	Sep 2000 - Nov 2004

*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 01/03/2008, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

Regulator
License Status	Registered
Disclosures	No Disclosures Found
As of Date	01/03/2008

*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

Exam	Series	Passed Date
Uniform Investment Adviser Law Examination	Series 65	12/21/2000

Advisor Compensation Arrangements

Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Location

Contact Information

Address	4100 Greenhaw Lane Harrison, AR 72601
Phone Number	(870) 743-1557
Website	www.majesticoakfinancial.com

State Registrations

is registered in the following states: AR and CA

Professional Designations

Certified Divorce Financial Analyst

Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.

Certified Financial Planner

A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Membership Associations

Financial Planning Association

The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Advisor Services

	Financial Planning	50%
	Comprehensive Financial Planning
	Retirement Planning
	College Planning
	Other Financial Planning
	Portfolio Management	50%
	Individuals and/or Small Businesses
	Businesses or Institutional Clients