Preferred Retirement Options, Inc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 116172
· Ammon, ID
· www.facebook.com
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ADV data as of Jan 23, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 480
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 480 | — | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Leland Hancock | Registered representative | Jun 1999 (27y) | ||
| James Thomas Hancock | Registered representative | Mar 2013 (13y) | ||
| Olin Keith Barkdull | Registered representative | CFP | Jun 2013 (13y) | |
| Aaron Benjamin Davis | Registered representative | Dec 2025 (1y) | ||
| Vern Barkdull | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗