HB
HB

Hilary Burkhardt

1 Year of Experience
Indianapolis, IN
BrokerSells Insurance

Hilary Burkhardt is a registered investment advisor, based in Indianapolis, IN, with 1 years of industry experience.

Location

9840 Westpoint Drive, Suite 350, Indianapolis, IN, 46256

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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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Other Business ActivitiesSells Insurance

Hilary is an insurance agent with Avantax Insurance Agency and/or Avantax Insurance Services, selling approved insurance products. This activity requires minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Avantax Planning Partners, INC.
May 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
September 2024 - September 2025 · 1 yr
Avantax Investment Services, INC.Broker
July 2024 - September 2025 · 1 yr 2 mos
State Registrations1 state
IN
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.