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CB

Christine R. Burkhart

CUTLER INVESTMENT GROUP
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 6573001
CB

Professional summary

Christine Renae Burkhart is a registered financial advisor currently at CUTLER INVESTMENT GROUP located in Bellevue, Washington.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christine has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christine Renae Burkhart'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®
None

Experience

Current

September 24, 2019 - Present

CUTLER INVESTMENT GROUP

Office #1: 10900 Ne 4th Street Suite 2300, Bellevue, WA 98004
RIA
CRD#: 128483
Bellevue, WA
Past

July 20, 2018 - September 19, 2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
BOTHELL, WA
Past

July 20, 2018 - September 19, 2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
BOTHELL, WA
Past

November 20, 2017 - July 23, 2018

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
BOTHELL, WA
Past

August 15, 2017 - July 23, 2018

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
BOTHELL, WA

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".
CI
CUTLER INVESTMENT GROUP
CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA
Registered Investment Advisory firm - (10/31/2003 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
Washington
(9/24/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/15/2017
General Securities Representative Examination

Current Firm

CI
CUTLER INVESTMENT GROUP
CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA
Registered Investment Advisory firm - (10/31/2003 Approved)
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Contact information

Main Address
525 Bigham Knoll, Jacksonville, OR 97530
Mailing Address
Phone number
(541) 770-9000
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (10/8/2025)
MARCH 2025 BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,235
AUM (Assets Under Management)$ 1,309,990,254

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

CUTLER INVESTMENT GROUP

CRD#: 128483Bellevue, WA 98004

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