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Christine Renae Burkhart

Cutler Investment Group

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About Christine Renae Burkhart

Christine Burkhart is a financial advisor who is active in the state of Washington and is registered with Cutler Investment Group. Christine has been in the industry since 2017 and has experience working with both individuals and businesses. Christine provides a range of financial services, including financial planning, portfolio management, and pension consulting. Christine has a Series 7 and Series 66 license.

Firm Information

Christine Burkhart is currently registered with Cutler Investment Group. Cutler Investment Group is an investment advisor based in Jacksonville, Oregon. They provide financial planning, pension consulting, and portfolio management services to individuals, high net worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.17 billion in assets.
Cutler Investment Group

525 BIGHAM KNOLL

JACKSONVILLE, OR 97530

$1.18B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Burkhart’s Registration & Firm History

WA

09/24/2019 - Present

Cutler Investment Group (Bellevue WA)

WA

07/20/2018 - 09/19/2019

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BOTHELL WA)

WA

08/15/2017 - 07/23/2018

KMS FINANCIAL SERVICES, INC. (BOTHELL WA)

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Licenses & Designations

BOTH

Issued 11/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Renae Burkhart.
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