Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Burkhard is a financial advisor at Geneos Wealth Management, Inc.. John has been in the industry for over 30 years and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. John specializes in providing financial planning, portfolio management, and pension consulting services. He is a dedicated financial professional with a strong commitment to helping his clients achieve their financial goals.
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.
1
2
FL
01/01/2025 - Present
Geneos Wealth Management, Inc. (ST. AUGUSTINE FL)
OH
08/21/1998 - 01/10/2003
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MD
08/02/1991 - 07/06/1998
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
01/10/1990 - 08/08/1991
G. R. PHELPS & CO., INC.
MD
05/08/1985 - 08/18/1989
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
08/08/1983 - 05/23/1985
COORDINATED CAPITAL, LTD.
NA
06/25/1982 - 08/12/1983
ST. PAUL INVESTORS, INC.
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Burkhard is the right advisor for you? Invested Better is here to help.
