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Scott Burkhard

Cornelius, NC
Broker

Scott Burkhard is a registered investment advisor, based in Cornelius, NC.

Location

9605 Caldwell Commons Circle, Suite D, Cornelius, NC, 28031

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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
State Farm Vp Management CORP.Broker
October 2025 - Present · 7 mos
State Farm Vp Management CORP.
October 2025 - Present · 7 mos
State Farm Investment Management CORP.
October 2025 - Present · 7 mos
State Registrations2 states
NCSC
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.
Scott Burkhard - Financial Advisor | TrueAdvisor