Michael
Tillman
Burkholder Wealth Management
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About this Advisor
Michael Tillman is a financial advisor based in Broken Arrow, Oklahoma, working with Burkholder Wealth Management. Michael has previously held positions at Country Insurance & Financial Services, Country Capital Management Co, Country Insurance Affiliates, Country Trust Bank, and Burk Holdings LLC. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Michael is part of Burkholder Wealth Management, which operates out of Broken Arrow, Oklahoma. The firm has 5 employees and manages assets totaling $144.0 million. The firm serves high-net-worth clients and offers services including 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.
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Fee Structure
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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
Michael Tillman Work History
Burk Holdings LLC
Country Trust Bank
Country Insurance & Financial Services
Country Capital Management Co
Country Insurance Affiliates
Disclosures
Please visit the SEC profile of Michael Tillman 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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