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Sarah Ashley Bremer

Burkholder Wealth Management

Tulsa, OK

Austin, TX

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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 2025-04-13
TX RA APPROVED 2025-04-13
  • OK RA
    APPROVED
    Since 2025-04-13
  • TX RA
    APPROVED
    Since 2025-04-13

Branch Locations

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

3103 Bee Caves Rd, Suite 201, Austin, TX 78746 • 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
Creative Planning, Llc Austin TX 04/2024 03/2025
Maxwell Locke And Ritter Llc Austin TX 01/2022 03/2024
Security State Bank And Trust New Braunfels TX 10/2021 01/2022
Broadway Bank San Antonio TX 01/2016 10/2021
Burkholder Wealth Management Tulsa OK 03/2025 Present
  • 04/2024 → 03/2025
    Creative Planning, Llc
    Austin, TX
  • 01/2022 → 03/2024
    Maxwell Locke And Ritter Llc
    Austin, TX
  • 10/2021 → 01/2022
    Security State Bank And Trust
    New Braunfels, TX
  • 01/2016 → 10/2021
    Broadway Bank
    San Antonio, TX
  • 03/2025 → Present
    Burkholder Wealth Management
    Tulsa, OK
Previous Registrations
  • 2024-11-01 → 2025-03-24
    Creative Planning
    New Braunfels, TX
    Austin, TX
    Austin, TX
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-01
  • S65 Uniform Investment Adviser Law Examination
    2024-11-01
Other Names
  • Sarah Ashley Harper

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

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