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Burk Wayne Rowley

Advisor at LPL Financial — Woodward, OK

Updated today

Credentials

Series 66

Experience

26 years

Location

Woodward, OK 73801

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,465 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Burk Rowley is a Series 66 licensed advisor with LPL Financial, based in Woodward, OK, with 26 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and recent involvement with The Stock Exchange Bank. Outside of finance, he has served as a sound board operator and held positions with the First United Methodist Church and the Board of Adjustment for the City of Woodward. He is also the owner and manager of Rowley Brothers LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, featuring various investment strategies and technology tools, while overseeing over $819 billion in discretionary assets across a large network of advisors.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Woodward, OK

1117 10th St

Woodward OK 73801

Advisors at this office

1

Most active in

Colorado · Kansas · Oklahoma · Texas

Work history

26 years of industry experience

The Stock Exchange Bank

2022 - Present • 4 years

Woodward, OK

LPL Financial

2021 - Present • 5 years

Woodward, OK

First United Methodist Church

2021 - 2021 • 1 year

Woodward, OK

First United Methodist Church

2020 - 2021 • 1 year

Woodward, OK

Billings Funeral Home

2018 - 2021 • 3 years

Woodward, OH

Board of Adjustment for City of Woodward

2013 - 2021 • 8 years

Woodward, OK

Various Insurance Carriers For W&R Insurance Agencies

2000 - 2021 • 21 years

Woodward, OK

Waddell & Reed, Inc

2000 - 2021 • 21 years

Edmond, OK

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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Ernest W

Series 63, Series 66

Woodward, OK

Edward Jones

Ernest Walcher II is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he plays professional golf and is involved in oil royalties and investment partnerships. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

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

CFP®, Series 63, Series 65

Woodward, OK

Cambridge Investment Research Advisors

Gregory Covalt is a CFP® professional with 31 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and previously worked at LPL Financial, Investment Centers of America, and Stock Exchange Bank. Outside of advisory roles, he is a member of Covalt Enterprises LLC, a pest control business. Cambridge Investment Research Advisors serves a diverse client base, including individuals of varying net worth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using multiple platform arrangements and both discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Katherine C

Series 66

Woodward, OK

Edward Jones

Katherine Cockreham Hensley is a financial advisor at Edward Jones in Woodward, OK, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior work experience in golf management and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Retirement withdrawal strategies Founder/Business Owner Retired

Conrad W

Series 66

Woodward, OK

Edward Jones

Conrad Walcher is a Series 66 licensed financial advisor with Edward Jones in Woodward, Oklahoma, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously worked at Uber and Wichita State University. Outside of his advisory role, he owns Pork Chop Golf LLC, a business focused on building golf clubs for professional golfers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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 in Woodward, OK. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Cambridge, he worked at Medmutual Health Insurance and Farmers Insurance. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, including proprietary and third-party model strategies, with both discretionary and non-discretionary approaches tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Cale S

Series 66

Woodward, OK

Edward Jones

Cale Steadman is a financial advisor with Edward Jones in Woodward, OK, holding a Series 66 designation. He has industry experience dating from 2026 and previously worked at Bank7 for six years. Outside of his advisory roles, he has been involved with Christopher Steadman since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Family Business Inheritance planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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