Michael Tillman (CRD# 4899030) is an Investment Advisor Representative working at Burkholder Wealth Management in Broken Arrow, OK and has over 18 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Burk Holdings LLC | Tulsa, OK | Apr 2023 - Current | 1 |
Country Trust Bank | Broken Arrow, OK | Jan 2023 - May 2023 | < 1 |
Country Capital Management Co | Broken Arrow, OK | Apr 2005 - May 2023 | 18 |
Country Insurance Affiliates | Broken Arrow, OK | Apr 2005 - May 2023 | 18 |
Country Insurance & Financial Services | Tulsa, OK | Apr 2005 - Dec 2022 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2005 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- OK
-
Total Assets Under Management144MILLIONS
-
Total Number of Accounts165ACCOUNTS
-
Average Account Value$872,727
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
OK, TX
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