Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Burkhart is a financial advisor with over 25 years of experience in the industry. Thomas has been with Gallagher Fiduciary Advisors, LLC, since April 2022. Previously, Thomas was a retirement plan consultant for Gallagher Benefit Services, where he worked from November 2021 to April 2022. Prior to that, Thomas was a financial advisor for Kestra Investment Services, LLC. Thomas has a strong background in retirement planning and portfolio management. Thomas is a registered representative and investment advisor representative, and is licensed to sell securities in Minnesota.
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.
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.
See schedule d misc. for explanation
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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2
MN
07/25/2022 - Present
Gallagher Fiduciary Advisors, LLC (Bloomington MN)
MN
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Bloomington MN)
MN
12/20/2021 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BLOOMINGTON MN)
CO
07/14/2021 - 11/03/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MN
09/08/2016 - 06/16/2021
MUTUAL OF AMERICA SECURITIES LLC (BLOOMINGTON MN)
MN
09/08/2016 - 11/09/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLOOMINGTON MN)
MN
07/21/2010 - 09/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/01/2007 - 07/21/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/11/1997 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/11/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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