John Burkhardt
John Burkhardt is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Haddonfield, NJ, with 36 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
30 Washington Avenue, Suite C-1, Haddonfield, NJ, 08033
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1997Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
H.J. Meyers & CO., INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations20 states
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