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RB

Robbie J. Burkhart

Some features on this profile are disabled
CRD#: 6046686
RB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robbie John Burkhart, CFA was a registered financial professional .

Robbie is a previously registered financial professional and started their career in finance in 2014. Robbie had worked at 2 firms and has passed the Series 3 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
Mr. Burkhart is one of two owners of Burkhart Partners, which invests in rental real estate. Burkhart Partners has single family homes in its real estate portfolio. Mr. Burkhart's involvement with Burkhart Partners requires little time commitment. Mr. Burkhart serves as a volunteer on the advisory board for Defender Capital Management, a student led investment portfolio for Dordt University. In this role, Mr. Burkhart provides mentoring to students on their stock research and may speak in classes from time to time. Mr. Burkhart works as an adjunct professor of the University of Northwestern, St. Paul at Southwest Christian High School teaching economics. Mr. Burkhart spends approximately ten business hours per week working in this role. The outside business activities reported by Mr. Burkhart involve a limited commitment of time and are not anticipated to have any impact on Mr. Burkhart's role with Blue Rock.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

Chartered Financial Analyst

Experience

Past

March 11, 2016 - December 31, 2023

BLUE ROCK ADVISORS, LLC

RIA
CRD#: 281831
Wayzata, MN
Past

January 28, 2014 - March 30, 2016

BLUE ROCK ADVISORS INC

RIA
CRD#: 109488
WAYZATA, MN

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 3
Date: 8/29/2016
National Commodity Futures Examination

Current Firm

BR
BLUE ROCK ADVISORS, LLC
BLUE ROCK ADVISORS, LLC

CRD#: 281831 / SEC#: 801-106890

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Contact information

Main Address
Excelsior, MN
Mailing Address
Phone number
(952) 229-8700
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

BLUE ROCK ADVISORS, LLC FORM ADV PART 2A - JANUARY 2024 (1/31/2024)

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
MinnesotaERA - Withdrawn5/29/2024

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.

Company Information

BLUE ROCK ADVISORS, LLC

CRD#: 281831

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