Goepper Burkhardt LLC

Goepper Burkhardt LLC (CRD# 127896) is a financial advisory firm headquartered in Greenville, SC. They manage $140,244,000 in 358 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $391,743
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Goepper Burkhardt LLC
Showing 1 - 2 of 2 top financial advisors.
1
William D. Goepper
CRD#: 1057837
531 South Main Street, Suite 303, Greenville, SC 29601
96
Wealthminder
score

William Goepper (CRD# 1057837) is an Investment Advisor Representative working at Goepper Burkhardt LLC in Greenville, SC and has over 35 years of experience in the finance industry. William Goepper 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.

2
John B. Burkhardt
CRD#: 4696493
531 South Main Street, Suite 303, Greenville, SC 29601
90
Wealthminder
score

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.

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