LPL Financial - Dan Witham

LPL Financial - Dan Witham Dan Witham is a Branch Manager and Registered Principal with LPL Financial. He has over 33 years experience in the securities industry.

Dan recently received his Master’s Degree in Finance from Harvard University, graduating with a 4.0 GPA. Dan recently received his Master’s Degree in Finance from Harvard University, where he graduated with a perfect 4.0 GPA. Formerly an Associate Vice President with Morgan Stanley, Dan knows his way around wall street. He has taught classes for numerous law enforcement agencies around the count

ry, including The Bureau of Alcohol, To***co and Fi****ms (ATF), Tulsa Police Department and Lawton Police Department. Dan has devoted the last 30 years of his free time to our city. He served as a reserve peace officer for several law enforcement agencies. Dan routinely worked patrol, made traffic stops and took calls, all to serve his community. He also works with the Tulsa County Criminal Justice Authority. Dan has served as Chairman of the Sales Tax Overview Committee for sixteen years. The committee oversees the expenditure of approximately $30 million per year for the David L. Moss facility (Tulsa Couny Jail).

09/04/2026

The person you retire with matters. But from a financial standpoint, where you retire may matter even more.

09/04/2026

The latest issue of Market Month is available.

09/04/2026

Retirement healthcare costs are up 7.5% from last year, the sharpest rise in more than a decade, according to Fidelity.

09/03/2026

The era of high, "free" cash yields is ending as the Fed cuts rates and the Treasury curve normalizes, making longer-term bonds more attractive.

09/03/2026

It’s easy to see why businesses succumb to the temptation of new AI tools but when every business invests in AI agents, how do they differentiate from one another?

09/03/2026

Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.

09/02/2026

An Investopedia analysis shows how much you may need for your retirement savings target if Social Secuity runs dry as predicted in 2032.

09/02/2026

Vanguard shares principles that every affluent retirees needs to know to get the most out of their retirement income.

09/02/2026

Before you automate with AI, check your idea graveyard. Here's how to tell which of your old "no"s are worth a second look.

We can all learn from Warren Buffett.
09/01/2026

We can all learn from Warren Buffett.

For Warren Buffett, “never lose money” has less to do with sidestepping every decline and more to do with avoiding the kind of permanent loss that disrupts long-term compounding.

Address

8516 E. 101 Street Suite C
Tulsa, OK
74133

Telephone

+19183988387

Website

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