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Financial ADVSR advisor directory · SEC adviser records

Burkholder Wealth Management financial advisors in Oklahoma

Every SEC-registered investment adviser representative at a Burkholder Wealth Management office in Oklahoma, by city and A to Z.

The short answer

5 registered advisors work at Burkholder Wealth Management in Oklahoma, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Tulsa (4). 0 list the CFP designation and 0 are also registered broker representatives.

Burkholder Wealth Management advisors by city in Oklahoma

Every firm in Oklahoma →

Tulsa 4Broken Arrow 1

Burkholder Wealth Management advisors in Oklahoma, A to Z

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Questions

How many Burkholder Wealth Management financial advisors are in Oklahoma?

5 investment adviser representatives are registered at Burkholder Wealth Management offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Oklahoma does Burkholder Wealth Management have the most advisors?

Tulsa, with 4, then Broken Arrow (1). Burkholder Wealth Management has advisors in 2 cities in Oklahoma.

How do I check a Burkholder Wealth Management advisor in Oklahoma?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Burkholder Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.