Frank Burkhead
Frank Burkhead is a registered investment advisor at Cetera Investment Advisers LLC, based in Jefferson City, MO, with 26 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3432 W Truman Blvd, Ste 201, Jefferson City, MO, 65109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Frank is a CPA and managing member of Burkhead & Associates, LLC, and also sells insurance. He is involved in various other businesses, including Rork Aluminum, Fact Properties, Team National, Burkhead Wealth Management, Hawthorn Bank, Historic City of Jefferson Foundation, Capital Region Medical Center, and Missouri Chamber Federation Benefit Plan Board.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations17 states
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