Burkart & Stevens Wealth Management

Burkart & Stevens Wealth Management (CRD# 284575) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $6,829,785 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11573 Los Osos Valley Road, Suite B, San Luis Obispo, CA 93405
http://www.burkartcpa.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $110,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Burkart & Stevens Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Cole Stevens, financial advisor San Luis Obispo CA
Cole A. Stevens
CRD#: 6004551
11573 Los Osos Valley Road, Suite B, San Luis Obispo, CA 93405

Cole Stevens (CRD# 6004551) is an Investment Advisor Representative working at Burkart & Stevens Wealth Management in San Luis Obispo, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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