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ADV PART 2 B
Corkern & Co., Inc. (CRD 104730), brochure dated January 22, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Additional information about Barry M. Corkern also is available on the SEC’s
website at www.adviserinfo.sec.gov.
Form ADV - Part 2B
Brochure Supplement – January 2026
Barry M. Corkern
2300 Andover Court, Suite 100
Little Rock, Arkansas 72227
Phone: 501.664.7866
Fax: 501.663.3566
Email: barryc@bcorkern.com
This brochure supplement provides
information about Barry M. Corkern that
supplements the Barry M. Corkern & Co. dba Corkern & Co. Inc., Inc. brochure. You should
have received a copy of that brochure. Please contact Lauren, administrative assistant, if
you did not receive Barry M. Corkern & Co., Inc.’s brochure or if you have any questions
about the contents of this supplement.
Any reference to a “registered investment adviser’ or description as being “registered,”
does not imply a certain level of skill or training.
“Barry, he or his” refer to Barry M. Corkern. “You or Your” refers to clients or potential
clients.
Form ADV Part 2B – Version 9.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc.
Item 2. Educational Background and Business Experience
Barry received the Certified Financial Planner® designation in 1983 and is a member of the Board of
Standards, CFP® Institute ‐ Practitioner Division. CFP® professionals must develop their theoretical
and practical financial planning knowledge by completing a comprehensive course of study at a
college or university offering a financial planning curriculum approved by CFP Board. Other options
for satisfying the education component include submitting a transcript review or previous financial
planning‐related course work to CFP Board for review and credit, or showing the attainment of certain
professional designations or academic degrees. CFP® practitioners must pass a comprehensive two‐
day, 10‐hour CFP® Certification Examination that tests their ability to apply financial planning
knowledge in an integrated format. Based on regular research of what planners do, the exam covers
the financial planning process, tax planning, employee benefits and retirement planning, estate
planning, investment management and insurance. CFP® professionals must have three years
minimum experience in the financial planning process prior to earning the right to use the CFP®
certification marks. As a result, CFP® practitioners possess financial counseling skills in addition to
financial planning knowledge. As a final step to certification, CFP® practitioners agree to abide by a
strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional
Responsibility that sets forth their ethical responsibilities to the public, clients and employers. CFP
Board also performs a background check during this process, and each individual must disclose any
investigations or legal proceedings related to their professional or business conduct.
Barry received the Accredited Investment Fiduciary Auditor® (AIFA®) designation in 2003; and the
Accredited Investment Fiduciary Analyst™ (AIFA®) designation in 2006, from the University of
Pittsburg, Joseph M. Katz Graduate School of Business. The AIFA® designation certifies that the
recipient has advanced knowledge of fiduciary standards of care, their application to the investment
management process, and procedures for assessing conformance by third parties to fiduciary
standards. To be eligible to receive the AIFA designation, individuals must have already completed
the AIF® training program and passed the AIF exam and meet a minimum prerequisite score based
on the candidate’s educational background and professional training and experience in investing,
financial services and auditing. To receive the AIFA designation, individuals must complete a training
program, successfully pass a comprehensive, closed‐book final examination under the supervision of
a proctor and agree to abide by the AIFA® Code of Ethics. In order to maintain the AIFA designation,
the individual must annually renew their affirmation of the AIFA ®Code of Ethics and complete ten
hours of continuing education credits. The certification is administered by the Center for Fiduciary
Studies, LLC (a Fiduciary360 (fi360) company).
Private Wealth
During 2005, Barry graduated from the first Wharton School of Finance ‐
Management program for professionals. Barry attended the University of Arkansas in 1968 ‐1969,
but holds no undergraduate degrees.
Barry has been a financial planning practitioner since 1980. He was an officer of First Financial
Planners, Inc. in Little Rock, Arkansas prior to establishing Barry M. Corkern & Co., Inc. in 1982. From
1973 until he joined First Financial Planners, he was an agent and sales manager for the Prudential
Insurance Company of America.
Form ADV Part 2B – Version 9.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc.
Barry is a fiduciary to clients by way of his firm’s registration with the Securities and Exchange
Commission under the Investment Advisors Act of 1940.
Item 3. Disciplinary Information
There are no legal or disciplinary events which are material to your evaluation of Barry M. Corkern.
Item 4. Other Business Activities
Barry provides expert testimony and litigation support in federal and state court; arbitration and
mediation. He has participated in over 75 cases and started providing this service over 25 years ago.
Item 5. Additional Compensation
Barry has no other compensation, directly or indirectly, from any source or company.
Barry is the sole person responsible for supervising advisory activities on
Item 6. Supervision
behalf of Barry M. Corkern & Co., Inc.
Form ADV Part 2B – Version 1.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc.
Additional information about Lawson M. Corkern also is available on the SEC’s
website at www.adviserinfo.sec.gov.
Form ADV - Part 2B
Brochure Supplement – January 2026
Lawson M. Corkern
2300 Andover Court, Suite 100
Little Rock, Arkansas 72227
Phone: 501.412.8704
Email: lawsonc@bcorkern.com
This brochure supplement provides information about Lawson M. Corkern that
supplements the Barry M. Corkern & Co. dba Corkern & Co. Inc., Inc. brochure. You should
have received a copy of that brochure. Please contact Lauren, administrative assistant, if
you did not receive Barry M. Corkern & Co., Inc.’s brochure or if you have any questions
about the contents of this supplement.
Any reference to a “registered investment adviser’ or description as being “registered,”
does not imply a certain level of skill or training.
“Lawson, he or his” refer to Lawson M. Corkern. “You or Your” refers to clients or potential
clients.
Form ADV Part 2B – Version 1.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc.
Item 2. Educational Background and Business Experience
During 2023, Lawson graduated from Hankamer School of Business at Baylor University, double
majoring in Finance and Entrepreneurship. He spent time as a Senior Investment Professional in a
Financial Advisor Development program at J.P. Morgan Securities LLC in Plano, TX from July 2023 to
August 2024.
Lawson is a fiduciary to clients by way of his firm’s registration with the Securities and Exchange
Commission under the Investment Advisors Act of 1940.
Item 3. Disciplinary Information
There are no legal or disciplinary events which are material to your evaluation of Lawson M. Corkern.
Item 4. Other Business Activities
Lawson has no other business activities.
Item 5. Additional Compensation
Lawson has no other compensation, directly or indirectly, from any source or company.
Barry is the sole person responsible for supervising advisory activities on
Item 6. Supervision
behalf of Barry M. Corkern & Co., Inc.
Form ADV Part 2B – Version 1.2024 – Barry M. Corkern & Co., Inc. dba Corkern & Co., Inc.