Jennifer Burkholder (CRD# 4471195) is an Investment Advisor Representative working at Lpl Financial LLC in Benton Harbor, MI and has over 21 years of experience in the finance industry.
CRD# 2726535
Edward Jones
CRD# 5529779
Lpl Financial LLC
CRD# 6009129
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Stevensville, MI | May 2022 - Current | 1 |
| Cuna Mutual Group | Waverly, IA | Aug 2018 - Current | 5 |
| Cuna Brokerage Services | Waverly, IA | Aug 2018 - Current | 5 |
| J.j.b. Hilliard, W.l. Lyons | St Joseph, MI | Sep 2017 - Current | 6 |
| Burkholder Transload | Stevensville, MI | Jul 2012 - Current | 11 |
| Primerica Financial Services | Portage, MI | Apr 2016 - Sep 2017 | 1 |
| Pnc Investments | Morgantown, WV | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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