Steven Burkett, financial advisor Zephyr Cove NV

Steven Burkett

CRD Number: 2397695
Current Firm: Palisade Investments, LLC
Compensation Model: Fee Only

Steven Burkett (CRD# 2397695) is an Investment Advisor Representative working at Palisade Investments, LLC in Zephyr Cove, NV and has over 22 years of experience in the finance industry.

 

Steve Burkett is a CERTIFIED FINANCIAL PLANNER professional working out of Bothell, WA.  He works with individuals and families to help them achieve their financial goals.  In addition, he helps small and medium sized buisness manage their 401(k) plans.  Steve provides advice in a fiduciary capacity.

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Company Name Location Dates Years
Palisade Investments Stateline, NV Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Steven M. Burkett
By the Numbers
  • Total Assets Under Management
    394
    MILLIONS
  • Total Number of Accounts
    801
    ACCOUNTS
  • Average Account Value
    $491,285
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MI, NV, TX, WA

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