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).
09/25/2026
Video: Warsh Sets the Tone for Fed’s Road Ahead Federal Reserve Chair Kevin Warsh’s first Jackson Hole speech gave central bankers and investors greater clarity on how he views the economy and the Fed’s path ahead, though questions remain about the timing and number of potential rate hikes.
09/25/2026
Retiring in the Next 5 Years? Avoid These 8 Costly Financial Mistakes The closer you are to retirement the hard it will be to recover from costly financial mistakes. From Medicare to taxes to investing, retirement planning is complex.
09/25/2026
What smart people in business and economics are saying about the Fed interest rate hike Here's what smart people in economics and finance are saying about the Fed's latest rate hike, and where interest rates could go next.
09/24/2026
Invest with a Plan Instead of Waiting for the Perfect Moment Here's a framework that satisfies both the head and the heart.
09/24/2026
The End of Quarterly Earnings Reports: Pros and Cons for Investors to Consider The Securities and Exchange Commission (SEC) proposed regulatory changes that would offer public companies the option to report their earnings semiannually instead of four times a year.
09/24/2026
The SpaceX IPO Gave This Couple License to Chase Their Dreams After SpaceX’s IPO, Brian Aggrey and Phoebe Novack quit, moved abroad, and budgeted $25,000 a month to enjoy it.
09/23/2026
Dolly Parton’s advice for running a sprawling business empire: 'Work your butt off' Dolly Parton, the legendary singer turned business mogul and philanthropist, could always be relied on for some straight-talking advice. Even when it came to emulating her massive success, the country music star’s guidance was simple: “Work your butt off.”
09/23/2026
HSA Balances Are Growing—But Most Americans Are Still Missing Out on the Biggest Advantage HSA balances have hit a record high, but most account holders still keep money in cash instead of investing it. This is a missed opportunity.
09/23/2026
Video: Longevity Boom Reaches America’s Pets Pet owners are increasingly extending the longevity treatments humans pursue for themselves to their dogs, experimenting with supplements, red light therapy and drugs including rapamycin even as veterinarians urge caution about unproven treatments. US pet spending is projected to reach $165 billion....
09/22/2026
Direct and Indirect Compensation: Understand the Full Cost Structure For retirement plan sponsors, fee oversight rarely ends with the number on an invoice. Some plan costs are billed directly and plainly. Others are embedded in investment expenses, routed through fund companies, or paid to service providers through revenue-sharing arrangements that can be harder to s...
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8516 E. 101 Street Suite C
Tulsa, OK
74133