Robert H. Flink

GOEPPER BURKHARDT LLC

Greenville, SC 29601

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CRD#: 5312360

Professional summary

Robert Hunter Flink, CFP®, who also goes by Robert H Flink, Robert Flink, is a registered financial advisor currently at GOEPPER BURKHARDT LLC located in Greenville, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 12 firms and has passed the Series 65, Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert H Flink | Robert Flink

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hunter Flink's CRS (Customer Relationship Summary).

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: 2016

Experience

Current

December 22, 2020 - Present

GOEPPER BURKHARDT LLC

Office #1: 531 South Main Street Suite 303, Greenville, SC 29601

RIA

CRD#: 127896

Greenville, SC

Past

June 16, 2020 - October 30, 2020

TD AMERITRADE, INC.

RIA

CRD#: 7870

GREENVILLE, SC

Past

June 16, 2020 - October 30, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Greenville, SC

Past

June 16, 2020 - October 30, 2020

TD AMERITRADE, INC.

CRD#: 7870

GREENVILLE, SC

Past

August 4, 2017 - February 27, 2020

CETERA ADVISORS LLC

RIA

CRD#: 10299

BATON ROUGE, LA

Past

August 4, 2017 - February 27, 2020

CETERA ADVISORS LLC

CRD#: 10299

BATON ROUGE, LA

Past

June 1, 2016 - May 25, 2017

NEXPOINT SECURITIES, INC.

CRD#: 165013

DALLAS, TX

Past

December 21, 2015 - June 8, 2016

NEXBANK SECURITIES INC

CRD#: 133267

DALLAS, TX

Past

September 15, 2014 - January 11, 2016

STADION MONEY MANAGEMENT, LLC

RIA

CRD#: 112608

WATKINSVILLE, GA

Past

May 30, 2014 - December 22, 2015

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

September 16, 2009 - May 27, 2014

REALTY CAPITAL SECURITIES, LLC

CRD#: 145454

SCOTTSDALE, AZ

Past

April 1, 2009 - August 14, 2009

CCO CAPITAL, LLC

CRD#: 31147

PHOENIX, AZ

Past

April 9, 2008 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHOENIX, AZ

Past

April 9, 2008 - January 2, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHOENIX, AZ

Past

June 13, 2007 - February 21, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

LA JOLLA, CA

Past

May 1, 2007 - February 21, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

LA JOLLA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOEPPER BURKHARDT LLC

CRD#: 127896 / SEC#: 801-62283

RIA

Registered Investment Advisory firm - (8/13/2003 Approved)

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

Georgia
(3/24/2025)

IAR

North Carolina
(2/26/2025)

IAR

South Carolina
(12/22/2020)

IAR

Virginia
(2/26/2025)

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

IAR

Series 65

Date: 9/15/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/18/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/30/2007

General Securities Representative Examination

Current Firm

GOEPPER BURKHARDT LLC

CRD#: 127896 / SEC#: 801-62283

RIA

Registered Investment Advisory firm - (8/13/2003 Approved)

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Contact information

Main Address

531 South Main Street Suite 303, Greenville, SC 29601

Mailing Address

Phone number

(864) 370-3244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOEPPER BURKHARDT DECEMBER 31, 2024 SEC BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	660
AUM (Assets Under Management)	$ 325,688,139

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

Robert H. Flink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Hunter Flink's CRS (Customer Relationship Summary).

Certified licenses

Experience

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

NEXPOINT SECURITIES, INC.

NEXBANK SECURITIES INC

STADION MONEY MANAGEMENT, LLC

ALPS DISTRIBUTORS, INC.

REALTY CAPITAL SECURITIES, LLC

CCO CAPITAL, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

GOEPPER BURKHARDT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2014

Series 66

Date: 5/14/2007

SIE

Date: 10/1/2018

Series 31

Date: 1/18/2008

Series 7

Date: 4/30/2007

Current Firm

GOEPPER BURKHARDT LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOEPPER BURKHARDT LLC

TRUST BUT VERIFY

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