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Current Employers
Burkholder Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-02
  • OK RA
    APPROVED
    Since 2025-01-02

Branch Locations

1615 S. Eucalyptus Ave Ste 209, Broken Arrow, OK 74012 • United States

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
Country Insurance & Financial Services Tulsa OK 04/2005 12/2022
Country Capital Management Co Broken Arrow OK 04/2005 05/2023
Country Insurance Affiliates Broken Arrow OK 04/2005 05/2023
Country Trust Bank Broken Arrow OK 01/2023 05/2023
Burk Holdings Llc Tulsa OK 04/2023 Present
  • 04/2005 → 12/2022
    Country Insurance & Financial Services
    Tulsa, OK
  • 04/2005 → 05/2023
    Country Capital Management Co
    Broken Arrow, OK
  • 04/2005 → 05/2023
    Country Insurance Affiliates
    Broken Arrow, OK
  • 01/2023 → 05/2023
    Country Trust Bank
    Broken Arrow, OK
  • 04/2023 → Present
    Burk Holdings Llc
    Tulsa, OK
Previous Registrations
  • 2006-08-18 → 2007-07-27
    Country Trust Bank
    Tulsa, OK
    Broken Arrow, OK
Other Businesses

1.Michael B. Tillman Insurance & Financial Services, Inc. Not investment related. 1615 s. Eucalyptus Ave. Ste. 209, Broken Arrow, OK 74012. Insurance business. President/Owner. 04/01/2009. 40HRS/Month, 1-2HRS during security hours. 3. The Revive Group of OK, LLC. Not investment related. 1615 s. Eucalyptus Ave. Ste. 209, Broken Arrow, OK 74012. Insurance business. President/Owner. 02/01/2022. 40HRS/Month, 1-2HRS during security hours. 4. The Revive Group of OK. Not Investment related. 1615 s. Eucalyptus Ave. Ste. 209, Broken Arrow, OK 74012. Insurance business. President/Owner. 02/2023. 10HR/Month,2HR during security hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-16
S63 Uniform Securities Agent State Law Examination 2005-07-19
  • S65 Uniform Investment Adviser Law Examination
    2023-05-16
  • S63 Uniform Securities Agent State Law Examination
    2005-07-19

View on SEC IAPD

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