Kevin M. Burkart

BURKART FINANCIAL GROUP

St. Petersburg, FL 33710

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CRD#: 3124826

Professional summary

Kevin Michael Burkart, CFP®, who also goes by Kevin Burkart, is a registered financial advisor currently at BURKART FINANCIAL GROUP, INC. located in St. Petersburg, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kevin has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Burkart

Other business activities

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.

BURKART COMPANY, P.A. (DBA) / INVESTMENT RELATED - Y / 5301 CENTRAL AVE, ST. PETERSBURG FL 33710 / 08/1997 / PRESIDENT, CPA FIRM, I AM THE SOLE PROPRIETOR. / 80 HRS / 80 HRS BURKART COMPANY, P.A. (DBA) / INVESTMENT RELATED - Y / 5301 CENTRAL AVE, ST. PETERSBURG FL 33710 / 08/1997 / I AM THE PRESIDENT AND 100% SHAREHOLDER. THE BUSINESS IS AS A FIXED INSURANCE AGENT,HEALTH INSURANCE AGENT AND PROPERTY AND CASUALTY INSURANCE AGENT. / 5 HRS / 5 HRS Mr. Kevin Burkart is an owner of Burkart Holdings, LLC, a real estate holding company. Located at 8022 12th Ave S Saint Petersburg, FL 33707 Burkhart Holdings, LLC owns a commercial real estate building which is rented to Burkhart Company, P.A.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Burkart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 18, 2018 - Present

BURKART FINANCIAL GROUP, INC.

Office #1: 5301 Central Avenue, St. Petersburg, FL 33710

RIA

CRD#: 290579

St. Petersburg, FL

Past

May 13, 2016 - February 5, 2018

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

ST. PETERSBURG, FL

Past

May 13, 2016 - February 5, 2018

SIGNATOR INVESTORS, INC.

CRD#: 468

ST. PETERSBURG, FL

Past

February 29, 2008 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

ST. PETERSBURG, FL

Past

February 22, 2008 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

ST. PETERSBURG, FL

Past

February 26, 2003 - March 19, 2008

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

PETERSBURG, FL

Past

November 25, 2002 - March 19, 2008

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

ST PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/18/2018)

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

State Security Law Exam

Series 63

Date: 6/24/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/2/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/5/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/22/2002

General Securities Representative Examination

Current Firm

BURKART FINANCIAL GROUP, INC.

CRD#: 290579 / SEC#:

Florida

Registered Investment Advisory firm - (1/18/2018 Approved)

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Contact information

Main Address

5301 Central Avenue, St. Petersburg, FL 33710

Mailing Address

Phone number

(727) 459-7744

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 62,942,862

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin M. Burkart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Burkart's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/2003

Series 65

Date: 9/2/1998

SIE

Date: 2/5/2018

Series 7

Date: 11/22/2002

Current Firm

BURKART FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BURKART FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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