Steven Michael Burkett
AIF®, CFP®Professional Summary
Steven Michael Burkett, AIF®, CFP®, who also goes by Steve Burkett, is a registered financial advisor currently at PALISADE INVESTMENTS, LLC. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Steven has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Burkett
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
DESOTA, ROBIN NOEL | PALISADE INVESTMENTS, LLC | PALISADE INVESTMENTS ROCKY MOUNTAIN REGION | PALISADE INVESTMENTS PACIFIC NORTHWEST, LLC | PALISADE INVESTMENTS LAS VEGAS | PALISADE INVESTMENTS
Contact Information
Main Address
625 Highway 50 Suite 301, Zephyr Cove, NV 89448-3049Phone Number
(775) 299-4600# of Employees
8SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,214AUM (Assets Under Management)
$652,721,964Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DESOTA, ROBIN NOEL | PALISADE INVESTMENTS, LLC | PALISADE INVESTMENTS ROCKY MOUNTAIN REGION | PALISADE INVESTMENTS PACIFIC NORTHWEST, LLC | PALISADE INVESTMENTS LAS VEGAS | PALISADE INVESTMENTS
State Registrations and Notice Filings
(4/13/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Burkett's CRS (Customer Relationship Summary).
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