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Burk Rowley

Advisor at LPL Financial

Updated today

Location

Woodward, OK 73801

Credentials

Series 66

Industry experience

25 years

About

Burk Rowley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and The Stock Exchange Bank. Outside of finance, he has served as a sound board operator and business owner of Rowley Brothers LLC. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1117 10 Th St

Woodward, OK 73801

Most active in

Colorado · Kansas · Oklahoma · Texas

Work history

The Stock Exchange Bank

2022 - Present (4 years)

LPL Financial

2021 - Present (5 years)

First United Methodist Church

2021 - 2021 (1 year)

First United Methodist Church

2020 - 2021 (1 year)

Billings Funeral Home

2018 - 2021 (3 years)

Board of Adjustment for City of Woodward

2013 - 2021 (8 years)

Various Insurance Carriers For W&R Insurance Agencies

2000 - 2021 (21 years)

Waddell & Reed, Inc

2000 - 2021 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Woodward,, OK

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Gregory Covalt is a CFP® professional with 30 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has previously worked at LPL Financial, Investment Centers of America, and Stock Exchange Bank. Outside of his advisory work, he is involved in a pest control business, Covalt Termite Control. Cambridge Investment Research Advisors serves a wide range of clients including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing both model-based and individualized investment approaches across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Edward Jones

Katherine Cockreham Hensley is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Her prior work includes roles at Dunn Golf Management and State Farm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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Conrad W

Series 66

Woodward, OK

Edward Jones

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Micah B

Series 66

Woodward, OK

Cambridge Investment Research Advisors

Micah Bailey is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and has previously worked at Medmutual Health Insurance and Farmers Insurance. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

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Kathryn M

Series 66

Woodward, OK

Edward Jones

Kathryn Mc Kinney is a financial advisor at Edward Jones in Woodward, OK, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, she managed McKinney Group LLC and worked in real estate marketing and the Payne County District Attorney's Office. She also manages a retail business focused on Native American art and jewelry. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors, offering a range of advisory programs and investment options supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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