AdvisorOS Directory
Claim Profile
RB

Robbie John Burkhart

BLUE ROCK ADVISORS, LLC·EXCELSIOR, Minnesota
Unclaimed Profile
26370 ARBOR CREEK LANE, EXCELSIOR, MN 55331CRD# 6046686Firm CRD# 281831
01

About

Robbie John Burkhart is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with BLUE ROCK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BLUE ROCK ADVISORS, LLC
BLUE ROCK ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BLUE ROCK ADVISORS, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6046686
Firm CRD# 281831
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EXCELSIOR?

Browse all registered financial advisors in EXCELSIOR, Minnesota or claim this profile if it's yours.

Browse EXCELSIOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robbie John Burkhart offer?
Robbie John Burkhart specializes in Retirement Planning. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Robbie John Burkhart's credentials?
Robbie John Burkhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robbie John Burkhart located?
Robbie John Burkhart is based in EXCELSIOR, Minnesota, working with BLUE ROCK ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Robbie John Burkhart charge for services?
Robbie John Burkhart's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE ROCK ADVISORS, LLC?
BLUE ROCK ADVISORS, LLC has approximately 6 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EXCELSIOR
Jason Patrick Good — INTELLIGENT FINANCIAL STRATEGIES, LLCRobert Wagner Fullerton — BLUE ROCK ADVISORS, LLCMark Frederick Steen — BLUE ROCK ADVISORS, LLCAngela Merkel Knutzen — BLUE ROCK ADVISORS, LLCRobert Todd Moodey — CASTALIAN PARTNERS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile