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 14 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 24 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 6 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 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.