Burkholder Wealth Management

Burkholder Wealth Management (CRD# 305300) is a financial advisory firm headquartered in Tulsa, OK. They manage $144,000,000 in 165 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5014 E 101st Street, Suite 100, Tulsa, OK 74137
https://www.facebook.com/burkholderwm/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • 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

Financial Advisors at Burkholder Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Eric Burkholder, financial advisor Tulsa OK
Eric D. Burkholder
CRD#: 6013679
5014 E 101st Street, Suite 100, Tulsa, OK 74137

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.

2
Carli Smith, financial advisor Tulsa OK
Carli R. Smith
CRD#: 6227715
5014 E 101st Street, Suite 100, Tulsa, OK 74137

Carli Smith (CRD# 6227715) is an Investment Advisor Representative working at Burkholder Wealth Management in Tulsa, OK and has over 9 years of experience in the finance industry.

3
Joseph Hanson, financial advisor Tulsa OK
Joseph Hanson
CRD#: 7151817
5014 E 101st Street, Suite 100, Tulsa, OK 74137

Joseph Hanson (CRD# 7151817) is an Investment Advisor Representative working at Burkholder Wealth Management in Tulsa, OK and has over 4 years of experience in the finance industry.

4
Michael Tillman, financial advisor Broken Arrow OK
Michael B. Tillman
CRD#: 4899030
1615 S. Eucalyptus Ave, Ste 209, Broken Arrow, OK 74012

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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