Unclaimed Profile

Dexter Harrison Wise

BURNETT FINANCIAL GROUP, INC.·EDMOND, Oklahoma

SIE, Series 7, Series 65, Series 66Clean record10 years registeredBURNETT FINANCIAL GROUP, INC.

2569 S KELLY AVE, EDMOND, OK 73013CRD# 6519569Firm CRD# 167814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dexter Harrison Wise · EDMOND, OK

Registration

CRD #6519569 · BURNETT FINANCIAL GROUP, INC. · 10 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jun 2024 – present

BFG WEALTH

Feb 2022 – Sep 2024

EDMOND, OK

FULL SAIL CAPITAL, LLC

Oct 2019 – May 2022

OKLAHOMA CITY, OK

EDWARD JONES

Oct 2015 – May 2016

MOORE, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · October 23, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BURNETT FINANCIAL GROUP, INC.

CRD 167814 · SEC 801-112746

AUM

$182M

Regulatory assets under management

Employees

246 client accounts

Services offered by BURNETT FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BURNETT FINANCIAL GROUP, INC. →

Introduction

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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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