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).

06/03/2026

Thinking about rebalancing? It makes a lot of sense, and could be especially important today.

06/03/2026

Tax efficient donations means coping with an alphabet soup of RMDs and QCDs.

06/03/2026

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

06/02/2026

Steve Antonioni coined "Camp FIRE," a mini version of the financial independence movement. It involves saving a 'war chest" to allow yourself flexibility to make a career change or take a break. His money-saving advice is to treat your personal life like a business, viewing savings as profit.

06/02/2026

Retirement confidence slipped in 2026 for both workers and retirees.

06/02/2026

Homeownership builds wealth through forced savings, not soaring prices. This article explains the real returns on housing and what buyers must know before they purchase.

06/01/2026

Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offerin...

06/01/2026

At some point, every business owner may face the same realization: The business that created their wealth may also be the biggest risk to it.

06/01/2026

Older homeowners often can’t afford to maintain their houses or don’t understand the value in updating them. And that can mean thousands lost when they sell.

05/31/2026

A little strategic planning will help your money go farther in retirement.

Address

8516 E. 101 Street Suite C
Tulsa, OK
74133

Telephone

+19183988387

Website

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