Gregory Burkhart (CRD# 4371371) is an Investment Advisor Representative working at Efs Advisors in Lakeville, MN and has over 22 years of experience in the finance industry.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 1506077
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Advisor Group, LLC | Cambridge, MN | Jan 2023 - Current | 1 |
| Efs Advisors | Cambridge, MN | Jan 2023 - Current | 1 |
| Agia | Houston, TX | Dec 2022 - Dec 2022 | < 1 |
| Valic Financial Advisors | Bloomington, MN | Mar 2001 - Dec 2022 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
- IA
- MN
- ND
- TX
- WI
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Total Assets Under Management2,039MILLIONS
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Total Number of Accounts29,019ACCOUNTS
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Average Account Value$70,267
- A percentage of assets under your management
- Hourly charges
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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