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John Bland Burkhardt

GOEPPER BURKHARDT LLC·GREENVILLE, South Carolina
Clean record17 years registeredGOEPPER BURKHARDT LLC
531 SOUTH MAIN STREET, GREENVILLE, SC 29601CRD# 4696493Firm CRD# 127896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Bland Burkhardt · GREENVILLE, SC
Registration
CRD #4696493 · GOEPPER BURKHARDT LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

GOEPPER BURKHARDT LLC
Mar 2009 – present
02

Registrations & Exams

Registration record
First registered · March 5, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOEPPER BURKHARDT LLC
CRD 127896 · SEC 801-62283
AUM
$284M
Regulatory assets under management
Employees
4
603 client accounts
Services offered by GOEPPER BURKHARDT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOEPPER BURKHARDT LLC →
Introduction

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05

Frequently Asked Questions

What services does John Bland Burkhardt offer?
John Bland Burkhardt specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are John Bland Burkhardt's credentials?
John Bland Burkhardt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bland Burkhardt located?
John Bland Burkhardt is based in GREENVILLE, South Carolina, working with GOEPPER BURKHARDT LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does John Bland Burkhardt charge for services?
John Bland Burkhardt's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOEPPER BURKHARDT LLC?
GOEPPER BURKHARDT LLC has approximately 4 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOEPPER BURKHARDT LLC

Robert Hunter Flink
GREENVILLE, SC
CFP
William Dant Goepper
GREENVILLE, SC

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Research
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