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Gretchen Burkhart

5 Years of Experience
Sullivan, IN
Broker

Gretchen Burkhart is a registered investment advisor at Raymond James & Associates, INC., based in Sullivan, IN, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

18 E Jackson St, Sullivan, IN, 47882-1501

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Edward Jones
October 2020 - June 2024 · 3 yrs 8 mos
Edward JonesBroker
September 2020 - June 2024 · 3 yrs 9 mos
State Registrations10 states
ALCAFLGAILINLANJTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gretchen Burkhart - Financial Advisor | TrueAdvisor