Ian M. Burkhard
Professional summary
Ian Michael Burkhard is a registered financial advisor currently at CAPITAL ADVANTAGE, INC. located in Walnut Creek, California.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ian Michael Burkhard's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2022 - Present
CAPITAL ADVANTAGE, INC.
Office #1: 1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596Primary Firm SEC Registration
CAPITAL ADVANTAGE, INC.
CRD#: 108985 / SEC#: 801-55896
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2022)
(3/21/2022)
Current Firm
CAPITAL ADVANTAGE, INC.
CRD#: 108985 / SEC#: 801-55896
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,830 |
| AUM (Assets Under Management) | $ 1,111,637,065 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2023 |
Red Flags
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Company Information
CAPITAL ADVANTAGE, INC.
CRD#: 108985Walnut Creek, CA 94596TRUST BUT VERIFY
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