BB
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Benjamin Burkhardt

3 Years of Experience
Honesdale, PA
BrokerSells Insurance

Benjamin Burkhardt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Honesdale, PA, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

614 Church Street, Honesdale, PA, 18431

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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

Benjamin works for Krupa Wealth Management, meeting with clients and offering financial advice, dedicating about a quarter of his time to this. He also works part-time as a Varsity Football Coach for Wallenpaupack School District, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
State Registrations10 states
DCDEFLMDNCNJNYPASCVA
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.
Benjamin Burkhardt - Financial Advisor | TrueAdvisor