Best Investors Account Sign in
Inactive

Eric Douglas Burkholder

Burkholder Wealth Management

Tulsa, OK

Claim This Profile
Current Employers
Burkholder Wealth Management

5014 E 101St Street Suite 200, Tulsa, OK 74137 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2019-08-16
  • OK RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2019-08-16

Branch Locations

5014 E 101St Street Suite 200, Tulsa, OK 74137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Legacy Financial Group Inc Tulsa OK 01/2012 10/2019
Burk Holdings Llc Dba Burkholder Wealth Management Tulsa OK 03/2017 Present
Burk Holdings Llc Dba Burkholder Wealth Management Tulsa OK 08/2019 Present
  • 01/2012 → 10/2019
    The Legacy Financial Group Inc
    Tulsa, OK
  • 03/2017 → Present
    Burk Holdings Llc Dba Burkholder Wealth Management
    Tulsa, OK
  • 08/2019 → Present
    Burk Holdings Llc Dba Burkholder Wealth Management
    Tulsa, OK
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT, LIFE AND DISABILITY INSURANCE, NOT INVESTMENT RELATED, TULSA OKLAHOMA, 2012 - PRESENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-28
  • S65 Uniform Investment Adviser Law Examination
    2011-11-28
Designations

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
PINNACLE INVESTMENT ADVISORS
NATIVE AMERICAN FUND ADVISORS LLC
AMERITAS ADVISORY SERVICES, LLC
ARVEST WEALTH MANAGEMENT
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C.
KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor