Goepper Burkhardt LLC
Goepper Burkhardt LLC (CRD# 127896) is a financial advisory firm headquartered in Greenville, SC. They manage $144,900,190 in 360 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts360ACCOUNTS
Average Account Value$402,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
William Goepper (CRD# 1057837) is an Investment Advisor Representative working at Goepper Burkhardt LLC in Greenville, SC and has over 36 years of experience in the finance industry.
John Burkhardt (CRD# 4696493) is an Investment Advisor Representative working at Goepper Burkhardt LLC in Greenville, SC and has 1 year of experience in the finance industry. John Burkhardt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.