Eric D. Burkholder

BURKHOLDER WEALTH MANAGEMENT

TULSA, OK 74137

Some features on this profile are disabled

CRD#: 6013679

Professional summary

Eric Douglas Burkholder is a registered financial advisor currently at BURKHOLDER WEALTH MANAGEMENT located in Tulsa, Oklahoma.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Eric has worked at 2 firms and has passed the Series 65 exam.

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Douglas Burkholder's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 16, 2019 - Present

BURKHOLDER WEALTH MANAGEMENT

Office #1: 5014 E 101st Street Suite 200, Tulsa, OK 74137

RIA

CRD#: 305300

TULSA, OK

Past

January 5, 2012 - November 20, 2019

THE LEGACY FINANCIAL GROUP, INC.

RIA

CRD#: 135059

TULSA, 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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/10/2019)

IAR

Texas
(8/16/2019)

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

State Security Law Exam

IAR

Series 65

Date: 11/28/2011

Uniform Investment Adviser Law Examination

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BURK HOLDINGS LLC ADV 2A BROCHURE (6/5/2025)

Regulatory assets under management

Total Number of Accounts	718
AUM (Assets Under Management)	$ 255,129,326

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Darin Kight

LPL FINANCIAL LLC

IAR

Tulsa, OK

Thomas Loper

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

Tulsa, OK

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric D. Burkholder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Douglas Burkholder's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURKHOLDER WEALTH MANAGEMENT

THE LEGACY FINANCIAL GROUP, INC.

Primary Firm SEC Registration

BURKHOLDER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2011

Current Firm

BURKHOLDER WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURKHOLDER WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors