Michael Brock Tillman
Investment adviser representative at Burkholder Wealth Management
18 yearsExperience
1 stateRegistered in
$379.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Burkholder Wealth ManagementJan 2025 to now
- Burk Holdings LLCApr 2023 to now
- Country Trust BankJan 2023 to May 2023
- Country Capital Management CoApr 2005 to May 2023
- Country Insurance AffiliatesApr 2005 to May 2023
- Country Insurance & Financial ServicesApr 2005 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OK).
Burkholder Wealth Management
Legal name: Burk Holdings LLC
$379.9MAssets managed
268Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4899030
- Firm CRD
- 305300