Joseph
Hanson
Burkholder Wealth Management
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About this Advisor
Joseph Hanson is a financial advisor based in Tulsa, Oklahoma, working with Burkholder Wealth Management. Joseph has previously held positions at Hanson & Hanson Law Firm, Pllc, Law Office Of Joseph Harvey Hanson, Pllc, Oral Roberts University, Guardian Life Insurance Company, Park Avenue Securities, and Burk Holdings LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Joseph is part of Burkholder Wealth Management, which operates out of Tulsa, Oklahoma. The firm has 5 employees and manages assets totaling $144.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Burkholder Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Burkholder Wealth Management Brokerage Details
$144,000,000
5
165
$872,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Joseph Hanson Work History
Burk Holdings LLC
Guardian Life Insurance Company
Park Avenue Securities
Law Office Of Joseph Harvey Hanson, Pllc
Oral Roberts University
Hanson & Hanson Law Firm, Pllc
Disclosures
Please visit the SEC profile of Joseph Hanson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Burkholder Wealth Management
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Broken Arrow, OK
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