MT
Michael B. Tillman
BURKHOLDER WEALTH MANAGEMENT
Broken Arrow, OK 74012
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CRD#: 4899030
MT
Professional summary
Michael Brock Tillman is a registered financial advisor currently at BURKHOLDER WEALTH MANAGEMENT located in Broken Arrow, Oklahoma.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Brock Tillman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2023 - Present
BURKHOLDER WEALTH MANAGEMENT
Office #1: 1615 S. Eucalyptus Ave Ste 209, Broken Arrow, OK 74012RIA
CRD#: 305300
Broken Arrow, OK
Past
August 18, 2006 - July 27, 2007
COUNTRY TRUST BANK
RIA
CRD#: 109487
BROKEN ARROW, OK
Past
May 3, 2005 - May 24, 2023
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
BROKEN ARROW, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BURKHOLDER WEALTH MANAGEMENT
BURK HOLDINGS LLC | SIGNAL WEALTH ADVISORS | REVIVE WEALTH MANAGEMENT | BURKHOLDER WEALTH MANAGEMENT
CRD#: 305300 / SEC#: 801-128555
RIA
Registered Investment Advisory firm - (8/11/2023 Approved)Oklahoma
Registered Investment Advisory firm - (10/2/2023 Terminated)Texas
Registered Investment Advisory firm - (9/21/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(5/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BURKHOLDER WEALTH MANAGEMENT
BURK HOLDINGS LLC | SIGNAL WEALTH ADVISORS | REVIVE WEALTH MANAGEMENT | BURKHOLDER WEALTH MANAGEMENT
CRD#: 305300 / SEC#: 801-128555
RIA
Registered Investment Advisory firm - (8/11/2023 Approved)Oklahoma
Registered Investment Advisory firm - (10/2/2023 Terminated)Texas
Registered Investment Advisory firm - (9/21/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5014 E 101st Street Suite 200, Tulsa, OK 74137
Mailing Address
Phone number
(918) 727-7100
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 718 |
| AUM (Assets Under Management) | $ 255,129,326 |
Red Flags
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Company Information
BURKHOLDER WEALTH MANAGEMENT
CRD#: 305300Broken Arrow, OK 74012TRUST BUT VERIFY
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