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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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RK

Rachel N. Kleinman

BURKHOLDER WEALTH MANAGEMENT
Houston, TX
Some features on this profile are disabled
CRD#: 6574515
RK

Professional summary

Rachel Navon Kleinman, CFP®, who also goes by Rachel Nicole Kleinman, Rachel Nicole Navon, Rachel Navon, is a registered financial advisor currently at BURKHOLDER WEALTH MANAGEMENT located in Houston, Texas.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Rachel has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachel Nicole Kleinman | Rachel Nicole Navon | Rachel Navon

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Navon Kleinman'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®
CFP®

Certified Financial Planner

Experience

Current

April 21, 2026 - Present

BURKHOLDER WEALTH MANAGEMENT

RIA
CRD#: 305300
Houston, TX
Past

December 16, 2022 - March 18, 2026

DIMENSIONAL FUND ADVISORS LP

RIA
CRD#: 106482
AUSTIN, TX
Past

December 16, 2022 - March 18, 2026

DFA SECURITIES LLC

BD
CRD#: 10292
AUSTIN, TX
Past

November 23, 2016 - March 9, 2022

DIMENSIONAL FUND ADVISORS LP

RIA
CRD#: 106482
AUSTIN, TX
Past

November 10, 2015 - March 9, 2022

DFA SECURITIES LLC

BD
CRD#: 10292
AUSTIN, TX

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
Texas
(4/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/22/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/3/2023
General Securities Principal Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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
6

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts718
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.

Company Information

BURKHOLDER WEALTH MANAGEMENT

CRD#: 305300Houston, TX

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Job or Firm Moves
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Client Complaints
New Red Flags
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