Unclaimed Profile

William Dant Goepper

GOEPPER BURKHARDT LLC·GREENVILLE, South Carolina

Series 6, Series 7, Series 22, Series 24, Series 26, Series 63Clean record17 years registeredGOEPPER BURKHARDT LLC

531 SOUTH MAIN STREET, GREENVILLE, SC 29601CRD# 1057837Firm CRD# 127896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Dant Goepper · GREENVILLE, SC

Registration

CRD #1057837 · GOEPPER BURKHARDT LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOEPPER BURKHARDT LLC

GOEPPER BURKHARDT LLC

Mar 2009 – Dec 2023

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Registration record

First registered · March 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOEPPER BURKHARDT LLC

CRD 127896 · SEC 801-62283

AUM

$284M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does William Dant Goepper offer?

William Dant Goepper specializes in Financial Planning, Investment Management.

What are William Dant Goepper's credentials?

William Dant Goepper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Dant Goepper located?

William Dant Goepper is based in GREENVILLE, South Carolina, last registered with GOEPPER BURKHARDT LLC.

How does William Dant Goepper charge for services?

William Dant Goepper'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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