Investment Advisor Representative
Darlene Shipe is an Investment Advisor Representative with Householder Group Estate and Retirement Specialists, LLC. She is also a Registered Representative with LPL Financial. Darlene has been managing investments for her clients for over 17 years and holds the following securities registrations: Series 7, 63, and 65, held with LPL Financial, as well as Life/Variable Annuity insurance licenses.
As a Registered Investment Advisory firm, Householder Group Estate and Retirement Specialists specialize in developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques to minimize income and estate taxes, and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
Darlene began her career in the investment business in 1994 and currently has over 17 years experience in the financial services industry plus extensive experience in the banking industry prior to that. She specializes in working with people who are retired, or preparing for retirement, and uses a financial planning approach, which focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. She develops a customized approach for her client based on their individual planning needs, objectives and goals.
Darlene was born in Canada, and moved frequently with her military family while she was young. They returned to Oklahoma because out of all of the places they had lived, her parents felt like Oklahoma was the best place to raise a family. She has resided in the Oklahoma City area since 1970, currently lives in Edmond and is a member of the Edmond Chamber of Commerce. She has one son, Micheal. Darlene attended Rose State College in Midwest City. Her hobbies include traveling and collecting postcards from her clients.
We don’t represent a group of investment products, we represent you.
2601 Kelley Pointe Pkwy, Suite 202
Edmond, OK 73013