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Nicholas Edward Burkholder

Burkholder & Associates, LLC

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About Nicholas Edward Burkholder

Nicholas Burkholder is a financial advisor with over 19 years of experience in the industry. Nicholas is a Certified Financial Planner™ and holds a Series 7 and Series 66 license. Nicholas currently works at Burkholder & Associates, LLC, and has previous experience at Lincoln Financial Advisors Corporation and American Express Financial Advisors Inc. Nicholas is registered with the state of Maryland, Delaware, and 12 other states. The firm specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and trusts.

Firm Information

Nicholas Burkholder is currently registered with Burkholder & Associates, LLC. Burkholder & Associates, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm has approximately $186,500,000 in regulatory assets under management. The firm's main office is located in Chevy Chase, Maryland.
Burkholder & Associates, LLC

2 WISCONSIN CIRCLE

CHEVY CHASE, MD 20815

$186.50M

Assets Under Management

Not reported

Total Clients

1

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Nicholas Burkholder’s Registration & Firm History

MD

04/16/2021 - Present

Burkholder & Associates, LLC (CHEVY CHASE MD)

MD

09/09/2004 - 04/22/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (ROCKVILLE MD)

IN

09/09/2004 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MN

01/01/2004 - 08/31/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/01/2004 - 08/31/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/09/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Edward Burkholder.
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