Carli
Smith
Burkholder Wealth Management
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About this Advisor
Carli Smith is a financial advisor based in Tulsa, Oklahoma, working with Burkholder Wealth Management. Carli has previously held positions at Dimensional Fund Advisors, Corners Consultants, Ml&R Wealth Management, and Burk Holdings LLC. Carli has passed the Series 66 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Carli 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
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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
Carli Smith Work History
Burk Holdings LLC
Ml&R Wealth Management
Corners Consultants
Dimensional Fund Advisors
Disclosures
Please visit the SEC profile of Carli Smith 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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