Burk Wayne Rowley
Advisor at LPL Financial — Woodward, OK
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.
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.
Credentials
Series 66
Experience Industry experience
26 years
Location
Woodward, OK 73801
LPL Financial
Institution
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.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Woodward, OK
1117 10th St
Woodward OK 73801
Advisors at this office
1
Colorado · Kansas · Oklahoma · Texas
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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