Sarah Ashley Bremer
Investment adviser representative at Burkholder Wealth Management
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Burkholder Wealth ManagementMar 2025 to now
- Creative Planning, LLCApr 2024 to Mar 2025
- Maxwell Locke and Ritter LLCJan 2022 to Mar 2024
- Security State Bank and TrustOct 2021 to Jan 2022
- Broadway BankJan 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
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
- 7954650
- Firm CRD
- 305300