Steven Burkhalter
Steven Burkhalter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ann Arbor, MI, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
24 Frank Lloyd Wright Drive, #C1000, Ann Arbor, MI, 48106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is an artist and owner/proprietor of a card game he intends to publish, dedicating minimal time to this venture. He also paints paintings for fun, spending a few hours per week on this activity, and works as an independent contractor and financial advisor for Bison Wealth Planners Inc., taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
State Registrations26 states
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