Drew Garner has been Partner, COO, Wealth Advisor, Chief Compliance Officer of Ark & TLK Investments since July 2019, is a control person of the firm and directly owns between 10% and 25% of it. Drew Garner holds a Bachelor of Science in Petroleum Engineering from the University of Oklahoma.
Ark & TLK Investments, LLC is an Oklahoma City, OK firm with $751M under management, 283 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Drew Garner is Partner, Senior Advisor and Tulsa Advisor Director of Castlepoint Wealth Advisors. He provides client investment advice and implements the firm's financial planning strategies, and is responsible for developing firm efficiencies and managing day-to-day operations.
- Castlepoint Wealth AdvisorsCurrent– present · 9 yearsOklahoma City, OK · Adviser representative · Firm CRD 205512
Professional designations
Listed by Ark & TLK Investments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Drew Garner is registered as an investment adviser representative in Oklahoma, since February 2017.
- OklahomaSince 6 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Drew Spencer Garner
- CRD
- 6739306
- Firm
- Ark & TLK Investments · CRD 205512
- Role
- Partner, COO, Wealth Advisor, Chief Compliance Officer
- Office
- 7308 N. CLASSEN BLVD., Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlepointwealth.com
Where does Drew Garner work?
Drew Garner has been Partner, COO, Wealth Advisor, Chief Compliance Officer of Ark & TLK Investments, LLC since July 2019, and is a control person of the firm.
Is Drew Garner a financial advisor?
Yes. Drew Garner has a current investment-adviser registration in Oklahoma, through Ark & TLK Investments since February 2017.
How many years of experience does Drew Garner have?
Drew Garner has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Drew Garner passed?
Drew Garner passed the Series 65 in February 2017.
Where is Drew Garner based?
Drew Garner’s registered office is in Oklahoma City, OK.
Is Drew Garner registered with FINRA?
No. Drew Garner has no current broker registration.
Is Drew Garner a CFP?
Ark & TLK Investments lists Drew Garner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Drew Garner’s record?
Search CRD 6739306 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drew Garner’s full registration record.
