JH
Joseph Hanson
BURKHOLDER WEALTH MANAGEMENT
TULSA, OK 74137
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CRD#: 7151817
JH
Professional summary
Joseph Hanson is a registered financial advisor currently at BURKHOLDER WEALTH MANAGEMENT located in Tulsa, Oklahoma.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. Law Office of Joseph Harvey Hanson, PLLC, Attorney, Start: 12/01/2017, Address: 13201 S. 85th E. Pl. ,Bixby, OK 74008, 10 bus hrs per month, Not investment related, >10% annual compensation 2.Independent Insurance Agent, Life And Disability Insurance, Not Investment Related, Tulsa Oklahoma, 2020- Present
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Hanson'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
February 11, 2020 - Present
BURKHOLDER WEALTH MANAGEMENT
Office #1: 5014 E 101st Street Suite 200, Tulsa, OK 74137RIA
CRD#: 305300
TULSA, OK
Past
October 8, 2019 - February 21, 2020
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
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".
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(2/11/2020)
IAR
Texas(9/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/8/2019
General Securities Representative ExaminationGeneral 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BURKHOLDER WEALTH MANAGEMENT
CRD#: 305300Tulsa, OK 74137TRUST BUT VERIFY
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