LPL Financial - Dan Witham

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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 country, 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).

10/10/2026

Progress beats a perfectly optimized plan. Even a signed beneficiary form today protects a family more than a theoretical perfect plan that never gets done.

10/10/2026

Smart retirement-savings strategies can save a lot of taxes, if you can take advantage of them.

10/10/2026

A benchmarking review helps plan sponsors evaluate whether their retirement plan's fees, services, investments, and fiduciary support remain reasonable, competitive, and aligned with participant needs.

10/09/2026

Amidst AI hype, investors must focus on fundamentals.

10/09/2026

With mortgage rates above 7%, shopping around can pay off: identical borrowers may receive offers more than half a percentage point apart.

10/09/2026

A single retiree with a paid-off home may need about $572,000 to $909,000 in savings, depending on the state. A typical mortgage-free couple could need $700,000 to $1.18 million for a comfortable retirement. Even without a mortgage, retirees still face housing costs such as property taxes, insurance...

10/08/2026

Rising interest rates and climbing yields are turning bonds into a drag on investment portfolios, forcing investors to take a more strategic approach. Here's what to know.

10/08/2026

Higher yields can sting existing bond portfolios—but for investors putting new money to work, they may also create a better opportunity for income and diversification.

10/08/2026

When to start receiving Social Security benefits is a personal decision.

10/07/2026

The benchmark Treasury yield jumped above 5.1%, posting its biggest one-day rise in more than a year.

Address

8516 E. 101 Street Suite C
Tulsa, OK
74133

Telephone

+19183988387

Website

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