Gretchen Burkhart (CRD# 7033595) is an Investment Advisor Representative working at Edward Jones in Sullivan, IN and has over 3 years of experience in the finance industry.
CRD# 6862499
Edward Jones
CRD# 4347450
Axis Financial, LLC
CRD# 2396024
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Sullivan, IN | Aug 2020 - Current | 3 |
| Edward Jones | Sullivan, IN | Oct 2018 - Aug 2020 | 1 |
| Full-time Education | Sullivan, IN | Jan 2010 - May 2020 | 10 |
| Edward Jones | Terre Haute, IN | Jun 2019 - Aug 2019 | < 1 |
| Southwest School | Sullivan, IN | Apr 2018 - Sep 2018 | < 1 |
| Burkhart Insurance | Vincennes, IN | May 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- IN
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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