Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Burkert is a financial advisor with over 15 years of experience in the industry. James has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. James is a registered representative with Osaic Wealth, Inc. and has a Series 7 and Series 66 license, as well as the SIE exam. James's previous experience includes working with Signator Investors, Inc. and Edward Jones. James has a wide range of experience in all areas of financial planning, including retirement planning, college savings, estate planning, and insurance. James is committed to providing his clients with personalized service and sound financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IN
07/11/2024 - Present
Osaic Wealth, Inc. (ELKHART IN)
IN
06/08/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (ELKHART IN)
MI
11/05/2008 - 05/27/2009
EDWARD JONES (EDWARDSBURG MI)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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