Eric Burkholder, financial advisor Tulsa OK

Eric Burkholder

CRD Number: 6013679
Current Firm: Burkholder Wealth Management
Compensation Model: Fee Only

Eric Burkholder (CRD# 6013679) is the founder and a Senior Advisor working at Burkholder Wealth Management in Tulsa, OK and has over 9 years of experience in the finance industry.  He holds the CFA designation which is considered the gold standard in the investment industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Burk Holdings Llc Dba Burkholder Wealth Management Tulsa, OK Aug 2019 - Current 4
Burk Holdings Llc Dba Burkholder Wealth Management Tulsa, OK Mar 2017 - Current 7
The Legacy Financial Group Inc. Tulsa, OK Jan 2012 - Oct 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Eric D. Burkholder
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $872,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

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