Core Wealth Management

Core Wealth Management (CRD# 158457) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $20,000,000 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $141,844
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Core Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Nathan S. Brim
CRD#: 4581109
8901 Commerce Park Drive, Oklahoma City, OK 73132
93
Wealthminder
score

Nathan Brim (CRD# 4581109) is an Investment Advisor Representative working at Core Wealth Management in Oklahoma City, OK and has over 13 years of experience in the finance industry.

2
Darryl W. Turnbull
CRD#: 2395079
802 Sw A Ave, Lawton, OK 73501
93
Wealthminder
score

Darryl Turnbull (CRD# 2395079) is an Investment Advisor Representative working at Core Wealth Management in Lawton, OK and has over 23 years of experience in the finance industry.

3
Jeremy S. Doorn
CRD#: 5965326
8139 E. 74th Place, Tulsa, OK 74133
90
Wealthminder
score

Jeremy Doorn (CRD# 5965326) is an Investment Advisor Representative working at Core Wealth Management in Tulsa, OK and has over 5 years of experience in the finance industry.

4
Christian Brim
CRD#: 2969017
8901 Commerce Park Drive, Oklahoma City, OK 73132
58
Wealthminder
score

Christian Brim (CRD# 2969017) is an Investment Advisor Representative working at Core Wealth Management in Oklahoma City, OK and has over 19 years of experience in the finance industry.

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