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Dexter Harrison Wise

BURNETT FINANCIAL GROUP, INC.·EDMOND, Oklahoma
Unclaimed Profile
2569 S KELLY AVE, EDMOND, OK 73013CRD# 6519569Firm CRD# 167814
01

About

Dexter Harrison Wise is a registered financial advisor based in EDMOND, Oklahoma, affiliated with BURNETT FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BURNETT FINANCIAL GROUP, INC.
BFG WEALTH
AUM
$182M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BURNETT FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6519569
Firm CRD# 167814
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dexter Harrison Wise offer?
Dexter Harrison Wise specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.
What are Dexter Harrison Wise's credentials?
Dexter Harrison Wise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dexter Harrison Wise located?
Dexter Harrison Wise is based in EDMOND, Oklahoma, working with BURNETT FINANCIAL GROUP, INC.. Their office serves clients in the EDMOND metropolitan area and surrounding communities.
How does Dexter Harrison Wise charge for services?
Dexter Harrison Wise's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BURNETT FINANCIAL GROUP, INC.?
BURNETT FINANCIAL GROUP, INC. has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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