Joseph Hanson
Advisor at Burkholder Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Burkholder Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74137
Credentials
Series 66
Industry experience
6 years
Joseph Hanson is a financial advisor at Burkholder Wealth Management with six years of industry experience. He holds a Series 66 designation and has a background that includes roles at Park Avenue Securities, Guardian Life Insurance Company, and legal practice through his own law firm. Hanson also works as an independent insurance agent specializing in life and disability insurance. Burkholder Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs model portfolios and modern portfolio theory combined with Schwab Intelligent Portfolios for automated rebalancing and tax-loss harvesting, managing accounts primarily on a discretionary basis.
Based on Burkholder Wealth Management
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.50% Over $20,000,000+: Fee determined by complexity of planning needs
Insurance commissions earned by licensed insurance agents are separate from advisory fees.
$250 - $500 per hour, negotiable depending on scope and complexity.
Account minimum: $500,000
5014 E 101 St Street, Suite 200
Tulsa, OK 74137
Oklahoma · Texas
Burk Holdings LLC
2020 - Present (6 years)
Park Avenue securities
2019 - 2020 (1 year)
Guardian life Insurance Company
2019 - 2020 (1 year)
Law Office of Joseph Harvey Hanson, PLLC
2018 - 2019 (1 year)
Oral Roberts University
2017 - 2018 (1 year)
Hanson & Hanson Law Firm, PLLC
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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