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).
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Total Assets Under Management144MILLION
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Total Number of Accounts165ACCOUNTS
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Average Account Value$872,727
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
OK, TX
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.
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.
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.
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.