Michael Brock Tillman
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
BURK HOLDINGS LLC | SIGNAL WEALTH ADVISORS | REVIVE WEALTH MANAGEMENT | BURKHOLDER WEALTH MANAGEMENT
Contact Information
Main Address
5014 E 101st Street Suite 200, Tulsa, OK 74137Phone Number
(918) 727-7100# of Employees
8SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
920AUM (Assets Under Management)
$379,869,603Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BURK HOLDINGS LLC | SIGNAL WEALTH ADVISORS | REVIVE WEALTH MANAGEMENT | BURKHOLDER WEALTH MANAGEMENT
State Registrations and Notice Filings
(5/22/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Brock Tillman's CRS (Customer Relationship Summary).
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