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Member · Bridgecreek Financial Group

Susan H. Burghart

CRD 5644786 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Bridgecreek Financial Group, an SEC-registered wealth manager based in Tulsa, OK with $650 million in regulatory assets, lists Susan H. Burghart on its Form ADV as Member. The SEC filings also name Susan at 2 other registered advisers.

Firms and roles

AtlasMembers

Susan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (13)

  • Lionel C. FullerManager, Chief Executive Officer, Chief Investment Officer, Bridgecreek Financial Group
  • Jackson FullerPresident and Chief Compliance Officer, Bridgecreek Financial Group
  • David M. PoarchManaging Partner/chief Compliance Officer, Pinnacle Investment Advisors
  • Robert B. KramerManaging Partner, Pinnacle Investment Advisors
  • James A. PoseyMember, Pinnacle Investment Advisors

8 more people named with Susan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 13 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.