Joe Wilburn, financial advisor Tulsa OK

Joe Wilburn

CRD Number: 1012651
Current Firm: Ameritas Advisory Services, LLC

Joe Wilburn (CRD# 1012651) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Tulsa, OK and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Midtown Wealth Management Tulsa, OK Oct 2021 - Current 2
Concierge Care, LLC Tulsa, OK Jan 2019 - Current 5
Ameritas Life Insurance Corp Lincoln, NE May 2018 - Current 5
Ameritas Investment Corp Lincoln, NE May 2018 - Current 5
Concierge Financial Consultants Tulsa, OK Sep 2019 - Oct 2021 2
Financial Design Group Tulsa, OK May 2018 - Sep 2019 1
Securian Advisors Of Iowa Tulsa, OK Apr 2003 - Mar 2018 14
Securian Financial Services St Paul, MN Sep 1985 - Mar 2018 32
Minnesota Life St Paul, MN Aug 1985 - Mar 2018 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joe A. Wilburn
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    8,535
    MILLIONS
  • Total Number of Accounts
    35,218
    ACCOUNTS
  • Average Account Value
    $242,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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