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Adviser and broker representative · Osaic Wealth, Inc.

Charles D. Burkes

CRD 5631074 · Oklahoma City, OK

At a glance

Charles D. Burkes is an investment adviser representative with Osaic Wealth, Inc. in Oklahoma City, OK, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2009, about 17 years ago. Charles is also registered as a broker representative.

Current advisory firms

  • Osaic Wealth, Inc.Since June 2024Oklahoma City, OK · $235B in regulatory assets
  • Dbm Advisors, LLCSince June 2018Oklahoma City, OK · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2009 (17 years)
Designations
None on file
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Charles’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Osaic Wealth, Inc.

Every advisor at Osaic Wealth, Inc. →Osaic Wealth, Inc.: assets, clients and custodians →Osaic news, moves and payouts →Financial advisors in Oklahoma City, OK →Every Osaic Wealth, Inc. advisor in Oklahoma City →Advisor Moves: who changed firms this week →